New Client Onboarding

Meet your client onboarding specialists

Client Onboarding

Jonathan Henson

Jonathan Henson

Client Specialist

jhenson@rwbaird.com

Keileigh Sweeney

Keileigh Sweeney

Client Specialist

KSSweeney@rwbaird.com

Mary Beth Vetter

Mary Beth Vetter

Senior Client Specialist

MVETTER@rwbaird.com

Peggy Coomer

Peggy Coomer

Client Assistant

PCoomer@rwbaird.com

BAird Online regisration

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BAird Online tutorial

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ID watchdog overview

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Budget worksheet

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Statement overview

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Personal Information guide

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