Retirement Plan Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Wendy Eldridge, Mba, Cpfa Email & Phone Number
Retirement Plan Advisor#401ksrock®
at
Carnegie Investment Counsel
1 work email found
@marcumwealth.com
3 phones found area 440 and 216
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement Plan Advisor#401ksrock®
Location
Cleveland, Ohio, United States
Who is Wendy Eldridge, Mba, Cpfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Wendy Eldridge, Mba, Cpfa is listed as Retirement Plan Advisor#401ksrock® at Carnegie Investment Counsel, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at marcumwealth.com, phone signal with area code 440, 216, and a matched LinkedIn profile for Wendy Eldridge, Mba, Cpfa.
Wendy Eldridge, Mba, Cpfa previously worked as Retirement Plan Advisor at Carnegie Investment Counsel and Managing Director, Partner at Marcum Wealth. Wendy Eldridge, Mba, Cpfa holds Master Of Business Administration - Mba, Marketing And Finance from Kent State University.
Company email context
Email format at Carnegie Investment Counsel
This section adds company-level context without repeating Wendy Eldridge, Mba, Cpfa's masked contact details.
*@marcumwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Wendy Eldridge, Mba, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Wendy Eldridge, Mba, Cpfa
Wendy Eldridge, Mba, Cpfa is a Retirement Plan Advisor#401ksrock® at Carnegie Investment Counsel. She possess expertise in wealth management, investment advisory.
Listed skills include Wealth Management and Investment Advisory.
Current workplace
Wendy Eldridge, Mba, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Wendy Eldridge, Mba, Cpfa work experience
A career timeline built from the work history available for this profile.
Managing Director, Partner
Marcum Wealth
Mar 2014 - Apr 2023
Director, 401K Division
May 2012 - Mar 2014
Partner
Sep 2002 - May 2012
2 education records
Wendy Eldridge, Mba, Cpfa education
Master Of Business Administration - Mba, Marketing And Finance
Kent State University
Bachelor Of Business Administration - Bba, Business, Management, Marketing, And Related Support Services
Bowling Green State University
FAQ
Frequently asked questions about Wendy Eldridge, Mba, Cpfa
Quick answers generated from the profile data available on this page.
What company does Wendy Eldridge, Mba, Cpfa work for?
Wendy Eldridge, Mba, Cpfa works for Carnegie Investment Counsel.
What is Wendy Eldridge, Mba, Cpfa's role at Carnegie Investment Counsel?
Wendy Eldridge, Mba, Cpfa is listed as Retirement Plan Advisor#401ksrock® at Carnegie Investment Counsel.
What is Wendy Eldridge, Mba, Cpfa's email address?
AeroLeads has found 1 work email signal at @marcumwealth.com for Wendy Eldridge, Mba, Cpfa at Carnegie Investment Counsel.
What is Wendy Eldridge, Mba, Cpfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 440, 216 for Wendy Eldridge, Mba, Cpfa at Carnegie Investment Counsel.
Where is Wendy Eldridge, Mba, Cpfa based?
Wendy Eldridge, Mba, Cpfa is based in Cleveland, Ohio, United States while working with Carnegie Investment Counsel.
What companies has Wendy Eldridge, Mba, Cpfa worked for?
Wendy Eldridge, Mba, Cpfa has worked for Carnegie Investment Counsel, Marcum Wealth, Capital Planners, and Pension Advisors.
How can I contact Wendy Eldridge, Mba, Cpfa?
You can use AeroLeads to view verified contact signals for Wendy Eldridge, Mba, Cpfa at Carnegie Investment Counsel, including work email, phone, and LinkedIn data when available.
What schools did Wendy Eldridge, Mba, Cpfa attend?
Wendy Eldridge, Mba, Cpfa holds Master Of Business Administration - Mba, Marketing And Finance from Kent State University.
What skills is Wendy Eldridge, Mba, Cpfa known for?
Wendy Eldridge, Mba, Cpfa is listed with skills including Wealth Management and Investment Advisory.
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