Monica Julo
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Monica Julo Email & Phone Number

Project Manager at Creative Planning
Location: Kansas City Metropolitan Area, United States, United States 10 work roles 4 schools
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Current company
Creative Planning
Role
Project Manager
Location
Kansas City Metropolitan Area, United States, United States
Company size
631 employees

Who is Monica Julo? Overview

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Quick answer

Monica Julo is listed as Project Manager at Creative Planning, a company with 631 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Monica Julo.

Monica Julo previously worked as Project Manager at Bergankdv and Executive Administrator at Bergankdv. Monica Julo holds Bachelor Of Business Administration - Bba, Liberal Arts And Sciences/Liberal Studies from Excelsior College.

Company email context

Email format at Creative Planning

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Creative Planning

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Profile bio

About Monica Julo

I am a passionate, results-driven leader, who manages projects of all shapes and sizes for clients and for the firm by leveraging my skills as an expert in organization and communication.  Prior to my time at BerganKDV, I honed my love of project management through almost 15 years of experience working with Federal and private companies, developing unique perspective and interpersonal skills.

Current workplace

Monica Julo's current company

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Creative Planning
Creative Planning
Project Manager
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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10 roles

Monica Julo work experience

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

Project Manager

Current
Creative Planning

Kansas City, Missouri, United States

Jul 2023 - Present

Project Manager

Bergankdv
Aug 2022 - Jul 2023

Executive Administrator

Bergankdv
May 2021 - Aug 2022

Executive Assistant To Chief Executive Officer

Ecco Select

Kansas City, Missouri, United States

Mar 2020 - May 2021

Executive Assistant

Congruex, Llc

Kansas City, Missouri Area

Sep 2018 - Mar 2020

Small Business Owner

Monica Scott Photography

Kansas City, Missouri

Mar 2017 - Mar 2020

Executive Assistant

Fema

Kansas City, Missouri Area

Nov 2017 - Sep 2018

Administrative Assistant

U.S. Coast Guard

Warrenton, Oregon

Jul 2012 - May 2014
Team & coworkers

Colleagues at Creative Planning

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

BR Brad Reiling, Cfp® Brad Reiling, Cfp® Colleague at Creative Planning Greater Minneapolis-St. Paul Area, United States View → CC Clay Caldwell, Cfp Clay Caldwell, Cfp Colleague at Creative Planning Seminole, Florida, United States, United States View → ML Melissa Luu Melissa Luu Colleague at Creative Planning Leawood, Kansas, United States, United States View → PM Patrick Mcknight, Cfp® Patrick Mcknight, Cfp® Colleague at Creative Planning Greater Rockford Area, United States View → PD Pam Devling Pam Devling Colleague at Creative Planning Kansas City, Missouri, United States, United States View → EH Earnest Harris Crpc® Earnest Harris Crpc® Colleague at Creative Planning Kansas City, Missouri, United States, United States View → SS Stephanie Sattler Stephanie Sattler Colleague at Creative Planning Houston, Texas, United States, United States View → MA Michael Alan Konzen Cfp® Michael Alan Konzen Cfp® Colleague at Creative Planning Greater Houston, United States View → JP Jennifer Pinkerton Jennifer Pinkerton Colleague at Creative Planning Hudson, Ohio, United States, United States View → BZ Brad Zaumseil, Cpa, Ea Brad Zaumseil, Cpa, Ea Colleague at Creative Planning Charleston, South Carolina Metropolitan Area, United States View →
4 education records

Monica Julo education

Bachelor Of Business Administration - Bba, Liberal Arts And Sciences/Liberal Studies

Excelsior College

Focus in Communications and Administration

FAQ

Frequently asked questions about Monica Julo

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

What company does Monica Julo work for?

Monica Julo works for Creative Planning.

What is Monica Julo's role at Creative Planning?

Monica Julo is listed as Project Manager at Creative Planning.

Where is Monica Julo based?

Monica Julo is based in Kansas City Metropolitan Area, United States, United States while working with Creative Planning.

What companies has Monica Julo worked for?

Monica Julo has worked for Creative Planning, Bergankdv, Ecco Select, Congruex, Llc, and Monica Scott Photography.

Who are Monica Julo's colleagues at Creative Planning?

Monica Julo's colleagues at Creative Planning include Brad Reiling, Cfp®, Clay Caldwell, Cfp, Melissa Luu, Patrick Mcknight, Cfp®, and Pam Devling.

How can I contact Monica Julo?

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

What schools did Monica Julo attend?

Monica Julo holds Bachelor Of Business Administration - Bba, Liberal Arts And Sciences/Liberal Studies from Excelsior College.

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