Employee Bio Intake Form

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Account Manager

If unsure, you can leave this blank.

Name(Required)

First Last

Email Address(Required)

Company(Required)

Current Title at Company

Years with Company

How many years have you been in this industry/non-profit sector?

What experience do you have within this industry?

What do you enjoy most about helping clients?

Do you have other relevant experience?

Education

Major course(s) of study

Professional Designation (i.e. CPA, CFP)

List any career advancements within the company

What makes you unique?

What are your strengths?

What are your beliefs about the profession you are in?

Do you work with a specific type of clients/people?

How do you help these people?

Describe your community involvement

Hobbies and Interests

Marital and Family Status (optional)

Additional Comments/Information