Michael Gray
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Michael Gray Email & Phone Number

Withdrawal Processing Specialist at Creative Planning LLC at Creative Planning LLC
Location: San Diego, California, United States 5 work roles 1 school
1 work email found @thinkingbeyond.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@thinkingbeyond.com
LinkedIn Profile matched
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Current company
Creative Planning LLC
Role
Withdrawal Processing Specialist at Creative Planning LLC
Location
San Diego, California, United States
Company size
631 employees

Who is Michael Gray? Overview

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Quick answer

Michael Gray is listed as Withdrawal Processing Specialist at Creative Planning LLC at Creative Planning LLC, a company with 631 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at thinkingbeyond.com and a matched LinkedIn profile for Michael Gray.

Michael Gray previously worked as Withdrawal Processing Specialist at Creative Planning Llc and Withdrawal Processing Specialist at Iron Financial. Michael Gray holds B.A., Telecommunications from Michigan State University.

Company email context

Email format at Creative Planning LLC

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{last}@thinkingbeyond.com
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AeroLeads found 1 current-domain work email signal for Michael Gray. Compare company email patterns before reaching out.

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Profile bio

About Michael Gray

Versatile and resourceful individual seeking a position within an organization using past working experience, formal education and training that contributes to the success and profitability of a company. Several years of experience in customer service, administrative support, computers/IT and supervision/leadership positions. Known for being energetic, organized, communicative, accurate, and team oriented. Proficient using MS Windows, Word, Excel, Outlook, and different mainframe software programs.

Listed skills include Customer Service, Valuation, Employee Benefits, Microsoft Office, and 19 others.

Current workplace

Michael Gray's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning LLC
Creative Planning Llc
Withdrawal Processing Specialist at Creative Planning LLC
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
View company profile Email format
5 roles

Michael Gray work experience

A career timeline built from the work history available for this profile.

Withdrawal Processing Specialist

Current
Creative Planning Llc
  • Prepare and disseminate loan, hardship and distribution forms to participants
  • Consult plan document to assure that distributions comply with plan parameters
  • Verify participant hours and vesting
  • Calculate permissible loan amounts
  • Check completed applications and participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations
  • Process distributions across multiple platforms (Aspire, Nationwide, John Hancock, etc.)
Jan 2021 - Present

Withdrawal Processing Specialist

Iron Financial
  • Prepared and disseminated loan, hardship and distribution forms to participants
  • Consulted plan document to assure that distributions comply with plan parameters
  • Verified participant hours and vesting
  • Calculated permissible loan amounts
  • Checked completed applications and participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations
  • Processed distributions across multiple platforms (Aspire, Nationwide, John Hancock,… Show more
Nov 2012 - Dec 2020

Daily Valuation Recordkeeper

Pensiontrend

Lansing, Michigan Area

  • Prepared and disseminated loan and distribution forms to participants
  • Checked completed participant forms for correctness, ensuring compliance with Department of Labor and IRS retirement plan regulations
  • Processed properly completed distributions
  • Handled and processed payroll contributions for plans on our daily platform
  • Verified proper nightly transmission of trades on the company’s trading platform, and corrected/ retransmitted any errors ensuring trades price at the… Show more
  • Verified proper nightly transmission of trades on the company’s trading platform, and corrected/ retransmitted any errors ensuring trades price at the current day’s rate
Feb 2000 - Jan 2012

Computer Operator

Tic International Corporation

Lansing, Michigan Area

  • Printed weekly health care checks, monthly pension checks, and annual vacation checks
  • Ordered supplies and maintained locked closet filled with checks for various union accounts
  • Repaired malfunctioning equipment and placed service calls when applicable
  • Set-up new computer equipment as needed
  • Printed bulk reports and labels
  • Stuffed envelopes using mail machine for bulk mailings and transported mailings to US Post Office
Jan 1995 - Jun 1999

Receptionist/Processor Trainee

Source One Mortgage

Lansing, Michigan Area

  • Collated and keyed information for loans in process
  • Transmitted forms for verification of employment and bank funds
  • Ordered credit reports
  • Deposited checks for loans in process
  • Performed customer support on five line phone system
Jan 1993 - Jul 1994
Team & coworkers

Colleagues at Creative Planning LLC

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

ZG Zachary Godfrey Zachary Godfrey Colleague at Creative Planning Llc St Louis, Missouri, United States, United States View → MK Mindy Kramer Mindy Kramer Colleague at Creative Planning Llc Princeton, Minnesota, United States, United States View → TD Trent Dudenhoeffer, Cfp® Trent Dudenhoeffer, Cfp® Colleague at Creative Planning Llc Jefferson City, Missouri, United States, United States View → JY Jason Young, Cfp® Jason Young, Cfp® Colleague at Creative Planning Llc Charlotte, North Carolina, United States, United States View → RM Renee Miller Renee Miller Colleague at Creative Planning Llc Kansas City, Kansas, United States, United States View → SB Susan Blumenthal Susan Blumenthal Colleague at Creative Planning Llc Miami, Florida, United States, United States View → PP Paige Palmer, Jd Paige Palmer, Jd Colleague at Creative Planning Llc Longview, Texas, United States, United States View → DR Dodie Ramm Dodie Ramm Colleague at Creative Planning Llc Overland Park, Kansas, United States, United States View → MC Michael Conner, Cfa Michael Conner, Cfa Colleague at Creative Planning Llc Greater Philadelphia, United States View → RG Reid Graham Reid Graham Colleague at Creative Planning Llc Mission, Kansas, United States, United States View →
1 education record

Michael Gray education

FAQ

Frequently asked questions about Michael Gray

Quick answers generated from the profile data available on this page.

What company does Michael Gray work for?

Michael Gray works for Creative Planning LLC.

What is Michael Gray's role at Creative Planning LLC?

Michael Gray is listed as Withdrawal Processing Specialist at Creative Planning LLC at Creative Planning LLC.

What is Michael Gray's email address?

AeroLeads has found 1 work email signal at @thinkingbeyond.com for Michael Gray at Creative Planning LLC.

Where is Michael Gray based?

Michael Gray is based in San Diego, California, United States while working with Creative Planning LLC.

What companies has Michael Gray worked for?

Michael Gray has worked for Creative Planning Llc, Iron Financial, Pensiontrend, Tic International Corporation, and Source One Mortgage.

Who are Michael Gray's colleagues at Creative Planning LLC?

Michael Gray's colleagues at Creative Planning LLC include Zachary Godfrey, Mindy Kramer, Trent Dudenhoeffer, Cfp®, Jason Young, Cfp®, and Renee Miller.

How can I contact Michael Gray?

You can use AeroLeads to view verified contact signals for Michael Gray at Creative Planning LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Gray attend?

Michael Gray holds B.A., Telecommunications from Michigan State University.

What skills is Michael Gray known for?

Michael Gray is listed with skills including Customer Service, Valuation, Employee Benefits, Microsoft Office, Team Leadership, Relius, Electronic Trading, and Computer Maintenance.

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