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@bergankdv.com
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Julia Jackson is listed as Business Advisor at Creative Planning at Creative Planning, a company with 631 employees, based in Lees Summit, Missouri, United States. AeroLeads shows a work email signal at bergankdv.com and a matched LinkedIn profile for Julia Jackson.
Julia Jackson previously worked as Business Advisor at Creative Planning and Business Advisor at Bergankdv. Julia Jackson holds Bachelor Of Business Administration (Bba), Accounting from Drury University.
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AeroLeads found 1 current-domain work email signal for Julia Jackson. Compare company email patterns before reaching out.
Julia Jackson is a Business Advisor at Creative Planning at Creative Planning. She possess expertise in accounting, auditing, financial analysis, due diligence, analysis and 11 more skills.
Listed skills include Accounting, Auditing, Financial Analysis, Due Diligence, and 12 others.
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Kansas City, Missouri, United States
Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.
- Offer the expertise to quickly identify and quantify issues and provide meaningful solutions - Help you understand a target company’s strengths, weaknesses, potential risk areas and improvement opportunities to help in your investment decision and post-acquisition integration. - Flexible and tailored transaction management approach - Directed and led.
- Audited a diverse portfolio, including manufacturing and distribution, construction, service providers, not‐for‐profit organizations, and federal award recipients.- Coordinated audit team activities to meet objective within time constraints.- Train, monitor, evaluate, and mentor staff during audit engagements.- Prepare financial statements, including.
- Responsible for classification, processing, and posting of invoices for a $2 million insurance agency.- Processed payroll and completed related federal reporting documents.- Reconciled monthly bank statements, reviewed and approved all reimbursement requests.- Compiled all tax documentation for processing.
Kansas City, Missouri Area
- Assisted in the completion of bank examinations and enforcement.- Completed statistical analysis on the real estate market and financial institutional loans.- Attended bank director’s training.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Benjamin Hayes, Cfp®, Mba
Colleague at Creative PlanningGreen Bay, Wisconsin, United States, United States
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Micah Lawson, Aif®
Colleague at Creative PlanningOverland Park, Kansas, United States, United States
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Marissa Hodges
Colleague at Creative PlanningLeawood, Kansas, United States, United States
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Jason Krupa
Colleague at Creative PlanningHuntersville, North Carolina, United States, United States
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Jason Phan, Cfp®
Colleague at Creative PlanningLos Angeles Metropolitan Area, United States
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Denise Weber
Colleague at Creative PlanningSauk Rapids, Minnesota, United States, United States
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William Hertel
Colleague at Creative PlanningKansas City, Kansas, United States, United States
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Nicholas Czarnecki
Colleague at Creative PlanningOverland Park, Kansas, United States, United States
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Lance Zasso, Cfp®, Chfc®
Colleague at Creative PlanningGilbert, Arizona, United States, United States
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Reagan Yelick
Colleague at Creative PlanningLincoln, Nebraska, United States, United States
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Activities and Societies: Student Governmnet Association, Mortar Board - Skiff Chapter and College Bound!
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Julia Jackson works for Creative Planning.
Julia Jackson is listed as Business Advisor at Creative Planning at Creative Planning.
AeroLeads has found 1 work email signal at @bergankdv.com for Julia Jackson at Creative Planning.
Julia Jackson is based in Lees Summit, Missouri, United States while working with Creative Planning.
Julia Jackson has worked for Creative Planning, Bergankdv, Bkd Cpas & Advisors, Moyer & Moyer Insurance Agency, Inc., and Federal Reserve Bank Of Kansas City.
Julia Jackson's colleagues at Creative Planning include Benjamin Hayes, Cfp®, Mba, Micah Lawson, Aif®, Marissa Hodges, Jason Krupa, and Jason Phan, Cfp®.
You can use AeroLeads to view verified contact signals for Julia Jackson at Creative Planning, including work email, phone, and LinkedIn data when available.
Julia Jackson holds Bachelor Of Business Administration (Bba), Accounting from Drury University.
Julia Jackson is listed with skills including Accounting, Auditing, Financial Analysis, Due Diligence, Analysis, Risk Management, Mergers And Acquisitions, and Financial Statements.
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