Talk to sales Try for Free
Mary Milam

Mary Milam

Director of Administration

Followers of Mary Milam400 followers
location of Mary MilamGreater Tucson Area

Connect with Mary Milam to Send Message

Connect

Connect with Mary Milam to Send Message

Connect

  • Timeline

  • About me

    Real Estate / Facilities

  • Education

    • St. Cloud State University

      -
      Bachelor of Science (B.S.) Business

  • Experience

    • BerganKDV

      Dec 2002 - Jul 2023
      Director of Administration

      Provide confidential and high-level administrative support to our CEO and Board of Directors. Member of our Leadership Team working to move our firm forward. Partner with our Director of M&A to bring in new firms to the BerganKDV family. Member of the Operations Team as the firm's Facilities Manager, keeping our offices running smoothly.

    • Creative Planning

      Jul 2023 - now
      Director of Real Estate

      Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

  • Licenses & Certifications

    • CM&AI

      PRITCHETT, LP