Burke / Concentric Onboarding Onboarding QuestionnairePlease complete this onboarding form. Once submitted, an email signature (and website bio for full-time employees) will be created and shared with you for review. Full Name(Required) First Middle Last Suffix Please include any designations in the suffix field.Nickname First Work Location(Required) Burke - Cincinnati Burke - Richmond Concentric Protem / Burke Pros CAF NumberFederal ID Number (PTIN)Tax License # & States LicensedPlease list the state you are licensed and the license #.Cell Phone(Required)This is for Dianne's / Reception's side car for speed dial.Your Title(Required)What Month / Year did you start / join the company?(Required)How many years have you been in the industry? (Please list your previous employers as well)What school(s) did you graduate from? Please list degree.What professional certifications and designations do you hold? (include states you are licensed to practice)Please list the industries that you most frequently focus on at Burke / CWM?What are your areas of focus in the business? What topics are you an expert on?List any additional notable accomplishments both personally and professionally.Personal information (please answer each separately)Married? (include spouse’s name)Children - if so, how many?Hobbies: Special Interests:Town you live in now:(Required)Email SignatureA professional headshot will be taken in the near future. Until then, please take a picture of yourself in professional attire and email it to Dianne. The photo will be used on the website and in your email signature. LinkedIn URL Do you want to include your cell phone in your signature? (It is not required to include it.)(Required)NoYesDo you want a direct dial number? (this will bypass reception and be included in your signature.)(Required)NoYes Δ
