Key Account Manager | Retirement Plans
Current
Mar 2021 - Present
AeroLeads people directory · profile
Connor Cavanaugh Email & Phone Number
Key Account Manager | Retirement Plans
at
Creative Planning LLC
1 work email found
@thinkingbeyond.com
2 phones found area 913
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Key Account Manager | Retirement Plans
Location
Leawood, Kansas, United States
Company size
Who is Connor Cavanaugh? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Connor Cavanaugh is listed as Key Account Manager | Retirement Plans at Creative Planning LLC, a with 631 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at thinkingbeyond.com, phone signal with area code 913, and a matched LinkedIn profile for Connor Cavanaugh.
Connor Cavanaugh previously worked as Senior Investment Manager at Creative Planning Llc and Investment Manager at Creative Planning Inc.. Connor Cavanaugh holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance, Senior from Texas Christian University - M.J. Neeley School Of Business.
Company email context
Email format at Creative Planning LLC
This section adds company-level context without repeating Connor Cavanaugh's masked contact details.
{first}.{last}@thinkingbeyond.com
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AeroLeads found 1 current-domain work email signal for Connor Cavanaugh. Compare company email patterns before reaching out.
Profile bio
About Connor Cavanaugh
Connor Cavanaugh is a Key Account Manager for Retirement Plans at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning currently manages approximately $245 billion as of December 31, 2023 for clients in all 50 states and 2 territories.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management
Listed skills include Social Media, Leadership, Time Management, Microsoft Excel, and 7 others.
Current workplace
Connor Cavanaugh's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning Llc
4 roles
Connor Cavanaugh work experience
A career timeline built from the work history available for this profile.
Senior Investment Manager
Aug 2020 - Mar 2021
Investment Manager
Connor Cavanaugh is an Investment Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities
Jun 2017 - Mar 2021
Trading Intern
May 2016 - Jan 2017
Team & coworkers
Colleagues at Creative Planning LLC
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
RP
Ramesh Poola, Ph.D., Mba, Cfa®
Colleague at Creative Planning LlcGreater Chicago Area, United States
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TC
Tara Cylcewski
Colleague at Creative Planning LlcBerwyn, Pennsylvania, United States
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KS
Katie Stephenson, Jd, Cfp®
Colleague at Creative Planning LlcMemphis, Tennessee, United States
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SW
Susan Withey
Colleague at Creative Planning LlcKansas City Metropolitan Area, United States
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AC
Andrea Chen, Cpa
Colleague at Creative Planning LlcLawrence, Kansas, United States
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BH
Billy H.
Colleague at Creative Planning LlcKansas City Metropolitan Area, United States
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DD
Daniel Duke
Colleague at Creative Planning LlcKansas City Metropolitan Area, United States
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KL
Kate Lacey
Colleague at Creative Planning LlcCharleston, South Carolina, United States
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MK
Mindy Kramer
Colleague at Creative Planning LlcPrinceton, Minnesota, United States
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AA
Alfan Ali
Colleague at Creative Planning LlcJember, East Java, Indonesia
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Ramesh Poola, Ph.D., Mba, Cfa®
Colleague at Creative Planning LlcGreater Chicago Area, United States
View →
TC
Tara Cylcewski
Colleague at Creative Planning LlcBerwyn, Pennsylvania, United States
View →
KS
Katie Stephenson, Jd, Cfp®
Colleague at Creative Planning LlcMemphis, Tennessee, United States
View →
SW
Susan Withey
Colleague at Creative Planning LlcKansas City Metropolitan Area, United States
View →
AC
Andrea Chen, Cpa
Colleague at Creative Planning LlcLawrence, Kansas, United States
View →
BH
Billy H.
Colleague at Creative Planning LlcKansas City Metropolitan Area, United States
View →
DD
Daniel Duke
Colleague at Creative Planning LlcKansas City Metropolitan Area, United States
View →
KL
Kate Lacey
Colleague at Creative Planning LlcCharleston, South Carolina, United States
View →
MK
Mindy Kramer
Colleague at Creative Planning LlcPrinceton, Minnesota, United States
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AA
Alfan Ali
Colleague at Creative Planning LlcJember, East Java, Indonesia
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1 education record
Connor Cavanaugh education
FAQ
Frequently asked questions about Connor Cavanaugh
Quick answers generated from the profile data available on this page.
What company does Connor Cavanaugh work for?
Connor Cavanaugh works for Creative Planning LLC.
What is Connor Cavanaugh's role at Creative Planning LLC?
Connor Cavanaugh is listed as Key Account Manager | Retirement Plans at Creative Planning LLC.
What is Connor Cavanaugh's email address?
AeroLeads has found 1 work email signal at @thinkingbeyond.com for Connor Cavanaugh at Creative Planning LLC.
What is Connor Cavanaugh's phone number?
AeroLeads has found 2 phone signal(s) with area code 913 for Connor Cavanaugh at Creative Planning LLC.
Where is Connor Cavanaugh based?
Connor Cavanaugh is based in Leawood, Kansas, United States while working with Creative Planning LLC.
What companies has Connor Cavanaugh worked for?
Connor Cavanaugh has worked for Creative Planning Llc and Creative Planning Inc..
Who are Connor Cavanaugh's colleagues at Creative Planning LLC?
Connor Cavanaugh's colleagues at Creative Planning LLC include Ramesh Poola, Ph.D., Mba, Cfa®, Tara Cylcewski, Katie Stephenson, Jd, Cfp®, Susan Withey, and Andrea Chen, Cpa.
How can I contact Connor Cavanaugh?
You can use AeroLeads to view verified contact signals for Connor Cavanaugh at Creative Planning LLC, including work email, phone, and LinkedIn data when available.
What schools did Connor Cavanaugh attend?
Connor Cavanaugh holds Bachelor Of Business Administration (B.B.A.), Accounting And Finance, Senior from Texas Christian University - M.J. Neeley School Of Business.
What skills is Connor Cavanaugh known for?
Connor Cavanaugh is listed with skills including Social Media, Leadership, Time Management, Microsoft Excel, Microsoft Word, Research, Teamwork, and Microsoft Office.
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