Christian F. Reilly Email & Phone Number
@rfadvisors.com
2 phones found area 619
LinkedIn matched
Who is Christian F. Reilly? Overview
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Christian F. Reilly is listed as Creative Planning - San Diego State University at Creative Planning, a company with 631 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at rfadvisors.com, phone signal with area code 619, and a matched LinkedIn profile for Christian F. Reilly.
Christian F. Reilly previously worked as Key Account Manager - 401k at Creative Planning and Corporate Retirement Plan Specialist at Reilly Financial Advisors. Christian F. Reilly holds Master'S Degree, Finance, General from San Diego State University.
Email format at Creative Planning
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AeroLeads found 2 current-domain work email signals for Christian F. Reilly. Compare company email patterns before reaching out.
About Christian F. Reilly
Young professional from San Diego - I’m a quick learner and a team player - but above all I am a people person and always aspire to be the hardest worker in the room. I am experienced in sales, sale support and customer service with a demonstrated history of working in the financial services and automotive industry. I am skilled in adobe acrobat, Microsoft excel, and crm software. I am currently in my last semester of pursuing a double major in Global Business and Marketing at Suffolk University.
Listed skills include Leadership, Sales, Customer Service, Research, and 19 others.
Christian F. Reilly's current company
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Christian F. Reilly work experience
A career timeline built from the work history available for this profile.
Corporate Retirement Plan Specialist
Customer Specialist Iii
Assistant General Manager
- Worked closely with the General Manager to ensure the location was operating efficiently and profitably; set and exceeded performance objectives
- Hired and trained all new team members
- Worked with local law enforcement and U-Haul corporate to recover stolen trucks and equipment
- Opened and closed the store; ensured cash counts were accurately reported; made nightly deposits
- Diffused tense situations with disgruntled customers to ensure U-Haul customer service standards werealways met; reviewed and investigated customer complaints; made relevant service and procedure recommendations to the.
Business Development
- Assisted VP throughout the initial planning phases, and subsequent marketing efforts, related to the launch of the new Corporate Retirement Plan Investment Consulting Services division of Reilly Financial
- Led team’s efforts to plan, organize, and market the first seminar for the new division; the seminar resulted in several new corporate accounts and is still used as a blueprint for client outreach events
- Analyzed first round business development efforts with the VP and developed a revised strategy formarketing to new prospective clients; assisted with on boarding new interns to conduct marketing effortsonce the.
Sales Support Specialist
- Executed all aspects of pre-client meeting activities, including:- Prepared client asset summaries in Excel; conducted initial data analysis; prepared summaries forprospective clients- Prepared presentation materials.
- Organized seminars, speaker events, and client appreciation events throughout the year
- Managed all company expenses; tracked, consolidated, and analyzed all expense entries, then reported up to date figures and trends to COO at weekly meetings
Operations Assistant
Digital File Clerk
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
John Hagensen, Msfs, Cfp®
Colleague at Creative Planning
Greater Phoenix Area, United States
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BF
Branden Frazier
Colleague at Creative Planning
San Diego, California, United States, United States
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JL
Jonathan Leeks
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
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SW
Sheryl Watson
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
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SR
Skyler Ray
Colleague at Creative Planning
Raymore, Missouri, United States, United States
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MV
Mark Vater, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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TB
Taylor Barnes
Colleague at Creative Planning
United States, United States
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EM
Eric Modrell, Cpa
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
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JP
Justine Poyner
Colleague at Creative Planning
Mclean, Virginia, United States, United States
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ZO
Zach Olson, Cfp®
Colleague at Creative Planning
Milwaukee, Wisconsin, United States, United States
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Christian F. Reilly education
Master'S Degree, Finance, General
Bachelor'S Degree, Marketing & Global Business, Graduated
Frequently asked questions about Christian F. Reilly
Quick answers generated from the profile data available on this page.
What company does Christian F. Reilly work for?
Christian F. Reilly works for Creative Planning.
What is Christian F. Reilly's role at Creative Planning?
Christian F. Reilly is listed as Creative Planning - San Diego State University at Creative Planning.
What is Christian F. Reilly's email address?
AeroLeads has found 2 work email signals at @rfadvisors.com for Christian F. Reilly at Creative Planning.
What is Christian F. Reilly's phone number?
AeroLeads has found 2 phone signal(s) with area code 619 for Christian F. Reilly at Creative Planning.
Where is Christian F. Reilly based?
Christian F. Reilly is based in San Diego, California, United States while working with Creative Planning.
What companies has Christian F. Reilly worked for?
Christian F. Reilly has worked for Creative Planning, Reilly Financial Advisors, Carmax, and U-Haul International, Inc.
Who are Christian F. Reilly's colleagues at Creative Planning?
Christian F. Reilly's colleagues at Creative Planning include John Hagensen, Msfs, Cfp®, Branden Frazier, Jonathan Leeks, Sheryl Watson, and Skyler Ray.
How can I contact Christian F. Reilly?
You can use AeroLeads to view verified contact signals for Christian F. Reilly at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Christian F. Reilly attend?
Christian F. Reilly holds Master'S Degree, Finance, General from San Diego State University.
What skills is Christian F. Reilly known for?
Christian F. Reilly is listed with skills including Leadership, Sales, Customer Service, Research, Teamwork, International Business, Social Media Marketing, and Marketing.
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