Jeff K. Email & Phone Number

Leawood, Ks

I'm a Operations 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. Creative Planning manages over $49.4B as of June 30, 2020 for all 50 states. SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities

Overland Park Ks

Responsible for business analysis, as well as design and implementation of solutions for my clients. This includes customization of standard business plans and integration with both internal and independent vendor solutions. Also responsible for maintaining and supporting internal applications infrastructure to grow the practice. My role is to ensure successful project delivery (on or under budget) and then to maintain the relationship in order to continue to identify opportunities for new engagements and services.

Overland Park Ks

CreativeOne is an independently owned insurance wholesaler focused on helping agents and financial advisors increase their life insurance and annuity business.Responsibilities included:*Generating new business. *Building annual marketing plans in line with their corresponding budgets. Project Manager/Tailor Made ConsultantResponsibilities included:*Building and implementing marketing plans for top-producing insurance and financial professionals nationwide. Generating new business.*Coordinating appreciation events for clients based on their direction and budgets.Annuity Sales ConsultantResponsibilities included:*Conducting financial-needs analysis and recommending appropriate products to meet clients\ ' needs. *Delivering informational sales presentations to potential clients and assisting throughout completion of the application process while strengthening client relationship.*Building and maintaining a book of business totaling more than 50 million in production.

Leawood, Ks

Annuity Sale AssociateResponsibilities included:*Maintaining and building a database of more than 1,500 clients totaling more than $80M in production.