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Jeff K. is listed as Operations Manager at Creative Planning, Inc. at Creative Planning Inc., a company with 631 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jeff K..
Jeff K. previously worked as Business Consultant at Business Consulting Services and Assistant Branch Manager at Us Bank. Jeff K. holds Criminal Justice, Criminal Justice And Corrections from Johnson County Community College.
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I have provided comprehensive sales and marketing guidance to top individuals and businesses all across the United States. SALES AND MARKETING: I have a thorough knowledge of sales, sales tools and marketing programs. I have shared this knowledge with individuals and businesses across the United States. I have walked them through how they would implement new sales ideas and marketing to effectively for increasing sales. REGISTERED INVESTMENT ADVISORS: I have also worked closely with registered representatives to help them position fixed indexed annuities in clients’ safe money portfolios. Their clients are getting these retirement vehicles from others, so why not be the one to get it for them. MARKETING WITH COMPLIANCE: Through my interactions I have established a strong understanding of compliance requirements and how they impact marketing initiatives. Top individuals and businesses had come to rely on me as a dependable resource for insight and valuable advice to help increase sales. RELATIONSHIP BUILDING: I had spent time building and developing marketing campaigns, providing top-notch customer service, and assisted in advanced case design and business development. With more than a decade of experience I am well-versed at helping top clients and businesses address and meet their clients’ needs. REWARDS: The biggest fulfillment in my career comes from leveraging my experience and knowledge to benefit top individuals and companies in any industry. I’m constantly learning new ways to help solve problems, streamline business, enhance marketing efforts and, ultimately, grow the bottom line.
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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.
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.
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.
Leawood, KS
Annuity Sale AssociateResponsibilities included:*Maintaining and building a database of more than 1,500 clients totaling more than $80M in production.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Donn Hess
Colleague at Creative Planning Inc.
Kansas City, Missouri, United States, United States
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Dave "Lester" Leslie
Colleague at Creative Planning Inc.
Greater Minneapolis-St. Paul Area, United States
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Andrew Sasso, Cfp®, Chsnc®, Chfc®
Colleague at Creative Planning Inc.
New York City Metropolitan Area, United States
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Beth Gillihan
Colleague at Creative Planning Inc.
Lees Summit, Missouri, United States, United States
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Kirk Beard
Colleague at Creative Planning Inc.
Leawood, Kansas, United States, United States
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Sabrina Saxer
Colleague at Creative Planning Inc.
Leawood, Kansas, United States, United States
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Ben Djelassi, Cfp®
Colleague at Creative Planning Inc.
Boston, Massachusetts, United States, United States
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Noah Williams
Colleague at Creative Planning Inc.
Minneapolis, Minnesota, United States, United States
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Haley Elam
Colleague at Creative Planning Inc.
Lees Summit, Missouri, United States, United States
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Kim H.
Colleague at Creative Planning Inc.
Washington, District Of Columbia, United States, United States
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Quick answers generated from the profile data available on this page.
Jeff K. works for Creative Planning Inc..
Jeff K. is listed as Operations Manager at Creative Planning, Inc. at Creative Planning Inc..
Jeff K. is based in Kansas City Metropolitan Area, United States, United States while working with Creative Planning Inc..
Jeff K. has worked for Creative Planning Inc., Business Consulting Services, Us Bank, and Creativeone.
Jeff K.'s colleagues at Creative Planning Inc. include Donn Hess, Dave "Lester" Leslie, Andrew Sasso, Cfp®, Chsnc®, Chfc®, Beth Gillihan, and Kirk Beard.
You can use AeroLeads to view verified contact signals for Jeff K. at Creative Planning Inc., including work email, phone, and LinkedIn data when available.
Jeff K. holds Criminal Justice, Criminal Justice And Corrections from Johnson County Community College.
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