Kerry Schoepfle, CFP®, is a seasoned Salesforce Solution Architect for Wealth Management, currently employed at Callaway Cloud Consulting. With previous experience as a Lead Solution Engineer for Financial Services at Salesforce and a Salesforce Consultant at Sikich, Kerry has a strong background in optimizing Salesforce platforms for financial services. Prior roles include positions at M&T Bank and Wilmington Trust, where Kerry developed process efficiencies and ensured compliance with legal regulations. Kerry earned a Bachelor's Degree in Business Administration and Management from SUNY Geneseo.
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