Shelley Eddy
Director of Business Development
- Role
- Director of Business Development at PeachCap
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Shelley Eddy
PeachCap\'s collaborative client model provides fully integrated tax, accounting and wealth services to families and businesses. Our unique structure partners Tax and Wealth Advisors to work cohesively for clients, maximizing the impact of advice. Clients working with PeachCap have access to a broad set of integrated services, including but not limited to- Asset Management and Wealth/Retirement Planning - Tax Planning, Strategy, and Preparation - Estate Planning - Bookkeeping and Accounting - Risk Management and Insurance - Specialty Tax Services PeachCap is a CPA Firm, Broker Dealer, and RIA.
Experience
Director of Business Development
Jan 2015 — Present · US
Education
University of Pennsylvania - The Wharton School
Executive Program: Certified Investment Management Analyst, Finance
2015 — 2016
The University of Georgia
Terry College of Business, Finance
1999 — 2003
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