Casey Eddy
Account Manager at eMoney Advisor
- Role
- Account Manager at eMoney Advisor
- Location
- Ogden, UT, US
- LinkedIn followers
- 500 followers
About Casey Eddy
A results-driven eMoney account manager.
Experience
Account Manager
Nov 2023 — Present · Ogden, UT, US
I work with financial planning firms who use eMoney’s world class planning software. My job is to make sure they are getting the full value out of the planning tools and to establish real relationships with the advisors to uncover and help them achieve their business objectives.
Education
Weber State University
Bachelor’s Degree, Accounting
2008 — 2011
University of Utah
Generals
2005 — 2008
Skills
- Finance
- Accounts Receivable
- Management
- Ecommerce
- Tax
- Internal Controls
- Strategic Planning
- Outlook
- Salesforce.com
- SEO
- Accounts Payable
- Quickbooks
- Payroll
- Time Management
- Microsoft Office
- Sales
- Leadership
- Invoicing
- Accounting
- Bookkeeping
- Marketing Strategy
- Certified Payroll
- Financial Analysis
- Microsoft Excel
- Social Media
- Adobe Creative Suite
- Customer Service
- Financial Accounting
- Social Media Marketing
- General Ledger
- Adp Payroll
- Retargeting
- Financial Reporting
- Graphic Design
- Account Management
- Marketing
- Account Reconciliation
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