Senior Client Relationship Manager
Current
Feb 2020 - Present
AeroLeads people directory · profile
Jack Moderson, Cpfa Email & Phone Number
Senior Client Relationship Manager at OneDigital
at
OneDigital
1 work email found
@onedigital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Client Relationship Manager at OneDigital
Location
Leawood, Kansas, United States
Company size
Who is Jack Moderson, Cpfa? Overview
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Quick answer
Jack Moderson, Cpfa is listed as Senior Client Relationship Manager at OneDigital at OneDigital, a company with 1545 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at onedigital.com and a matched LinkedIn profile for Jack Moderson, Cpfa.
Jack Moderson, Cpfa previously worked as Senior Client Relationship Manager at Onedigital and Client Relationship Manager at Bukaty Companies Financial Services. Jack Moderson, Cpfa holds Bachelor Of Science (B.S.), Finance, General from Auburn University.
Company email context
Email format at OneDigital
This section adds company-level context without repeating Jack Moderson, Cpfa's masked contact details.
*@onedigital.com
71% confidence
AeroLeads found 1 current-domain work email signal for Jack Moderson, Cpfa. Compare company email patterns before reaching out.
Profile bio
About Jack Moderson, Cpfa
Jack Moderson, Cpfa is a Senior Client Relationship Manager at OneDigital at OneDigital. He possess expertise in customer service, banking, microsoft office, microsoft excel, powerpoint and 7 more skills. Colleagues describe him as "Jack's knowledge and expertise is enough to set him apart. He is a hands-on strategic thinker and is in touch with trends and considerations. What really sets Jack apart is his proactive communication and relationship building skills. He is a true partner and the only person I go to with questions pertaining to the plan. Jack has my complete trust."
Listed skills include Customer Service, Banking, Microsoft Office, Microsoft Excel, and 8 others.
Current workplace
Jack Moderson, Cpfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Onedigital
6 roles
Jack Moderson, Cpfa work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Bukaty Companies Financial Services
As a client relationship manager, I represent Bukaty Companies in fostering relationships with our retirement plan clients. Conducting meetings with clients, working regularly with the plan sponsor, and interacting with plan participants are some of my day-to-day interactions. With a large client base, I'm able to efficiently manage and, importantly.
Jun 2016 - Feb 2020
Investment Specialist
I assist our priority clients with their investment needs and strengthen relationships with them. During our conversation, I engage the client to learn more about their goals and provide a solution based off their needs. I also utilize my licensing to work with our brokerage clients.
Aug 2014 - Jun 2016
Investment Representative
Sep 2013 - Aug 2014
Personal Banker
Feb 2013 - Sep 2013
Teller
Aug 2012 - Feb 2013
Team & coworkers
Colleagues at OneDigital
Other employees you can reach at onedigital.com. View company contacts for 1545 employees →
SP
Sarah Parker, Shrm-Cp
Colleague at Onedigital
Atlanta Metropolitan Area, United States
View →
JW
Jay Wind
Colleague at Onedigital
Chesterfield, Missouri, United States, United States
View →
GS
Gary Snyder
Colleague at Onedigital
Columbia, South Carolina, United States, United States
View →
TH
Trudy Hobbs
Colleague at Onedigital
Allentown, Pennsylvania, United States, United States
View →
PR
Paulee Rodriguez
Colleague at Onedigital
United States, United States
View →
JB
Jeff Brett
Colleague at Onedigital
Greater Cleveland, United States
View →
PB
Paul Barbour Jr.
Colleague at Onedigital
Frederick, Maryland, United States, United States
View →
RH
Rob Hutchinson
Colleague at Onedigital
Eau Claire, Wisconsin, United States, United States
View →
AB
April Black
Colleague at Onedigital
Tucson, Arizona, United States, United States
View →
PS
Philip Saul
Colleague at Onedigital
Glen Allen, Virginia, United States, United States
View →
Sarah Parker, Shrm-Cp
Colleague at Onedigital
Atlanta Metropolitan Area, United States
View →
JW
Jay Wind
Colleague at Onedigital
Chesterfield, Missouri, United States, United States
View →
GS
Gary Snyder
Colleague at Onedigital
Columbia, South Carolina, United States, United States
View →
TH
Trudy Hobbs
Colleague at Onedigital
Allentown, Pennsylvania, United States, United States
View →
PR
Paulee Rodriguez
Colleague at Onedigital
United States, United States
View →
JB
Jeff Brett
Colleague at Onedigital
Greater Cleveland, United States
View →
PB
Paul Barbour Jr.
Colleague at Onedigital
Frederick, Maryland, United States, United States
View →
RH
Rob Hutchinson
Colleague at Onedigital
Eau Claire, Wisconsin, United States, United States
View →
AB
April Black
Colleague at Onedigital
Tucson, Arizona, United States, United States
View →
PS
Philip Saul
Colleague at Onedigital
Glen Allen, Virginia, United States, United States
View →
2 education records
Jack Moderson, Cpfa education
Bachelor Of Science (B.S.), Finance, General
Education record
FAQ
Frequently asked questions about Jack Moderson, Cpfa
Quick answers generated from the profile data available on this page.
What company does Jack Moderson, Cpfa work for?
Jack Moderson, Cpfa works for OneDigital.
What is Jack Moderson, Cpfa's role at OneDigital?
Jack Moderson, Cpfa is listed as Senior Client Relationship Manager at OneDigital at OneDigital.
What is Jack Moderson, Cpfa's email address?
AeroLeads has found 1 work email signal at @onedigital.com for Jack Moderson, Cpfa at OneDigital.
Where is Jack Moderson, Cpfa based?
Jack Moderson, Cpfa is based in Leawood, Kansas, United States while working with OneDigital.
What companies has Jack Moderson, Cpfa worked for?
Jack Moderson, Cpfa has worked for Onedigital, Bukaty Companies Financial Services, American Century Investments, and Bank Of Blue Valley.
Who are Jack Moderson, Cpfa's colleagues at OneDigital?
Jack Moderson, Cpfa's colleagues at OneDigital include Sarah Parker, Shrm-Cp, Jay Wind, Gary Snyder, Trudy Hobbs, and Paulee Rodriguez.
How can I contact Jack Moderson, Cpfa?
You can use AeroLeads to view verified contact signals for Jack Moderson, Cpfa at OneDigital, including work email, phone, and LinkedIn data when available.
What schools did Jack Moderson, Cpfa attend?
Jack Moderson, Cpfa holds Bachelor Of Science (B.S.), Finance, General from Auburn University.
What skills is Jack Moderson, Cpfa known for?
Jack Moderson, Cpfa is listed with skills including Customer Service, Banking, Microsoft Office, Microsoft Excel, Powerpoint, Financial Analysis, Sales, and Microsoft Word.
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