Ashli Kennedy

Ashli Kennedy Email and Phone Number

Partner and Southeast Team Leader and Senior Consultant @ Creative Planning
Florida, United States
Ashli Kennedy's Location
Inlet Beach, Florida, United States, United States
Ashli Kennedy's Contact Details

Ashli Kennedy personal email

About Ashli Kennedy

Assists retirement plan sponsors with their fiduciary duties through optimizing plan design, oversight of recordkeeper, assisting with employee communications, analyzing plan investment options and benchmarking plan costs.

Ashli Kennedy's Current Company Details
Creative Planning

Creative Planning

View
Partner and Southeast Team Leader and Senior Consultant
Florida, United States
Website:
creativeplanning.com
Employees:
1946
Ashli Kennedy Work Experience Details
  • Creative Planning
    Partner And Southeast Team Leader And Senior Consultant
    Creative Planning
    Florida, United States
    View
  • Creative Planning
    Partner / Southeast Team Leader / Senior Consultant
    Creative Planning Jan 2022 - Present
    Overland Park, Kansas, Us
    View
  • Creative Planning
    Retirement Practice Leader
    Creative Planning Jan 2022 - Present
    Overland Park, Kansas, Us
    View
  • Lockton Companies
    Svp, Southeast Retirement Practice Leader
    Lockton Companies Sep 2021 - Jan 2022
    Global, Us
    View
  • Investment Research & Advisory Group, Inc.
    Managing Director
    Investment Research & Advisory Group, Inc. Jan 2016 - Sep 2021
    Atlanta, Georgia, Us
    Managing institutional retirement plan sponsor relationships.
    View
  • J.P. Morgan
    Vice President, Retirement Link
    J.P. Morgan Sep 2010 - Nov 2015
    New York, Ny, Us
    Selling corporate retirement plan services in the Mid Atlantic and Southeast regions.
    View
  • Index Publications Llc
    Vice President Operations
    Index Publications Llc May 2009 - Sep 2010
    New York, Ny, Us
    Produce and market industry-wide conferences and webinars. Ongoing management of advertiser and sponsor relationships.
    View
  • Fidelity Investments
    Vice President & Account Executive
    Fidelity Investments Jun 1995 - Feb 2009
    Boston, Ma, Us
    Sold defined contribution retirement plan and payroll services in the Small Corporate Market. Created and managed client communications and corporate events for over 9000 retirement plan sponsors as well as for over 1 million retirement plan participants. Developed contents of multimedia marketing collateral including print, video, web and presentation materials to optimize overall employee education program. Delivered comprehensive and customized employee communications plans to retirement plan sponsors and participants. Managed plan sponsor relationships for defined contribution retirement plans. Verified, processed, audited and reconciled contribution and withdrawal transactions on defined contribution retirement plans.
    View

Ashli Kennedy Education Details

  • University Of Kentucky
    University Of Kentucky
    Finance

Frequently Asked Questions about Ashli Kennedy

What company does Ashli Kennedy work for?

Ashli Kennedy works for Creative Planning

What is Ashli Kennedy's role at the current company?

Ashli Kennedy's current role is Partner and Southeast Team Leader and Senior Consultant.

What is Ashli Kennedy's email address?

Ashli Kennedy's email address is as****@****ail.com

What schools did Ashli Kennedy attend?

Ashli Kennedy attended University Of Kentucky.

Who are Ashli Kennedy's colleagues?

Ashli Kennedy's colleagues are Reid Graham, Dawn Gerhart, Chad Fletcher, Cfp®, Chfc®, Ricp®, Brigid Jones-Mook, Cfp®, Chris Johnson, Cfp®, Mba, Charles Khoury, Dr. Dan Pallesen Cfp®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.