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Julia Bailey Email & Phone Number
Senior Operations Manager
at
Creative Planning
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Operations Manager
Location
Lees Summit, Missouri, United States
Company size
Who is Julia Bailey? Overview
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Quick answer
Julia Bailey is listed as Senior Operations Manager at Creative Planning, a with 1946 employees, based in Lees Summit, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Julia Bailey.
Julia Bailey previously worked as Operations Manager at Creative Planning and Operations Manager and Associate at Northwestern Mutual. Julia Bailey holds Bachelor Of Business Administration - Bba, Finance And Economics from University Of Central Missouri.
Company email context
Email format at Creative Planning
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Creative Planning
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Profile bio
About Julia Bailey
Driven business professional striving to have a positive influence on others lives while learning from every experience.
Current workplace
Julia Bailey's current company
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Creative Planning
6 roles
Julia Bailey work experience
A career timeline built from the work history available for this profile.
Operations Manager
Partner with Wealth Managers and Financial Planners in preparing and processing paperwork to open and maintain client accounts. Handle high volume with attention to detail while working with multiple custodians.
Operations Manager And Associate
Pursued client services and processing of products and ensured the maintenance of an efficient and compliant office, allowing the financial advisor to focus on building client relationships. Prepared presentations, proposals, and all paperwork for clients. Continually managed client service accounts and products
May 2021 - Oct 2022
Sales Execution Team Associate
Provided all aspects of sales support to financial representatives to ensure their success. Aided reps to continue to expand their business through different types of marketing. Prepared financial needs analyses, policy deliveries, and annual review materials.
Jul 2020 - Aug 2021
Financial Representative
Helped provide each client with a custom financial plan. Acquired clientele and helped them find financial solutions. Worked with experienced financial advisors to gain professional understanding and competency.
May 2020 - Jul 2020
Business Manager And External Relations Liaison
Facilitated the Forbes Financial Center at UCM. Taught students how to use Bloomberg terminals and get certified. Informed students about investing and the stock market, as well as how to evaluate specific securities. Tutored students in basic business course concepts.
Jan 2022 - May 2022
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →
TK
Ted Krause, Mba, Cfp®
Colleague at Creative PlanningLeawood, Kansas, United States
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SW
Susan Wickoren
Colleague at Creative PlanningOverland Park, Kansas, United States
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KF
Kolleen Freudiger, Cpa, Cfp
Colleague at Creative PlanningAddison, Texas, United States
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MM
Matthias Menges
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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RO
Rob Oldaker, Cmfc®
Colleague at Creative PlanningLenexa, Kansas, United States
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TK
Tricia Kiernan
Colleague at Creative PlanningMclean, Virginia, United States
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SL
Steven Letourneau
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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RM
Renee Miller
Colleague at Creative PlanningKansas City, Kansas, United States
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SS
Shannon Schneider
Colleague at Creative PlanningLenexa, Kansas, United States
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GL
Gary Lyons
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
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Ted Krause, Mba, Cfp®
Colleague at Creative PlanningLeawood, Kansas, United States
View →
SW
Susan Wickoren
Colleague at Creative PlanningOverland Park, Kansas, United States
View →
KF
Kolleen Freudiger, Cpa, Cfp
Colleague at Creative PlanningAddison, Texas, United States
View →
MM
Matthias Menges
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
RO
Rob Oldaker, Cmfc®
Colleague at Creative PlanningLenexa, Kansas, United States
View →
TK
Tricia Kiernan
Colleague at Creative PlanningMclean, Virginia, United States
View →
SL
Steven Letourneau
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
RM
Renee Miller
Colleague at Creative PlanningKansas City, Kansas, United States
View →
SS
Shannon Schneider
Colleague at Creative PlanningLenexa, Kansas, United States
View →
GL
Gary Lyons
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
View →
1 education record
Julia Bailey education
FAQ
Frequently asked questions about Julia Bailey
Quick answers generated from the profile data available on this page.
What company does Julia Bailey work for?
Julia Bailey works for Creative Planning.
What is Julia Bailey's role at Creative Planning?
Julia Bailey is listed as Senior Operations Manager at Creative Planning.
Where is Julia Bailey based?
Julia Bailey is based in Lees Summit, Missouri, United States while working with Creative Planning.
What companies has Julia Bailey worked for?
Julia Bailey has worked for Creative Planning, Northwestern Mutual, and University Of Central Missouri.
Who are Julia Bailey's colleagues at Creative Planning?
Julia Bailey's colleagues at Creative Planning include Ted Krause, Mba, Cfp®, Susan Wickoren, Kolleen Freudiger, Cpa, Cfp, Matthias Menges, and Rob Oldaker, Cmfc®.
How can I contact Julia Bailey?
You can use AeroLeads to view verified contact signals for Julia Bailey at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Julia Bailey attend?
Julia Bailey holds Bachelor Of Business Administration - Bba, Finance And Economics from University Of Central Missouri.
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