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Reid Graham Email & Phone Number
Channel Sales Manager at Creative Planning | Business Services and Wealth Management
at
Creative Planning
1 work email found
@bergankdv.com
3 phones found area 913
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Channel Sales Manager at Creative Planning | Business Services and Wealth Management
Location
Mission, Kansas, United States
Company size
Who is Reid Graham? Overview
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Quick answer
Reid Graham is listed as Channel Sales Manager at Creative Planning | Business Services and Wealth Management at Creative Planning, a company with 1946 employees, based in Mission, Kansas, United States. AeroLeads shows a work email signal at bergankdv.com, phone signal with area code 913, and a matched LinkedIn profile for Reid Graham.
Reid Graham previously worked as Channel Sales Manager at Creative Planning | Business Services & Wealth Management at Creative Planning and Channel Sales Leader - Healthcare & Dealer Network at Bergankdv. Reid Graham studied at The University Of Kansas.
Company email context
Email format at Creative Planning
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{first}.{last}@bergankdv.com
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AeroLeads found 1 current-domain work email signal for Reid Graham. Compare company email patterns before reaching out.
Profile bio
About Reid Graham
Introduction:It is a distinct privilege for me to serve as a prominent sales leader at Creative Planning, formerly BerganKDV, under the esteemed leadership of Peter Mallouk. Based in the beautiful Kansas City metro market, I perform a pivotal role in nurturing the expansion of our client portfolio at Creative Planning Business Services offering wealth management technology solutions for business owners.Career Overview:Spanning over two and a half decades, Reid's career and business journey has been marked by profound expertise in sales, marketing, and consultative solution sales. He excels in tailoring his strategies to meet the distinctive requirements of service professionals within the healthcare including dentistry, veterinary and physicians’ practices and dealer network channels for franchises and resellers. His proficiency encompasses a diverse spectrum including tax, audit, and accounting solutions, cloud and managed services and human capital management and business advisory services fine-tuned for these specialized fields. Reid's skillsets extend to seamless technology integration of applications exemplified by connected to ERP, CRM, practice management, POS and web services. Reid’s command of payroll, taxation and capital management, strategic planning, and niche consulting services align with the dentistry, health and veterinary practitioners and franchisee and resellers who require the back - and front - office modernization.Education:Reid's educational journey includes notable accomplishments earned from the University of Kansas (English) and the University of Missouri-Kansas City (Business). These academic foundations serve as cornerstones for his expertise and aptitude in serving the unique needs of his clients.Community Commitment:Beyond his professional achievements, Reid exhibits a fervent dedication to community welfare through his active involvement with the Adolescent Center for Treatment (ACT) and Welcome House. This commitment underscores his holistic approach to making a meaningful impact on those in need.Leisure Pursuits and Technological Insight: Reid enjoys traveling with his wife and family, spoiling his grandsons and walking and biking to stay in shape. Reid's role as a sales leader at Creative Planning is distinguished by a deep sense of dedication. His industry knowledge, commitment to clients' success, and alignment with the unique needs of the practice and franchise business owner makes him a valuable asset in driving sustainable growth and wealth building.
Listed skills include Cloud Computing, Data Center, Managed Services, Saas, and 45 others.
Current workplace
Reid Graham's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
10 roles
Reid Graham work experience
A career timeline built from the work history available for this profile.
Channel Sales Manager At Creative Planning | Business Services & Wealth Management
Current- Healthcare & Dealer Network Channel Sales Leader, Consulting on Financial, Business Services and Wealth Management.
- Tax & Tax Planning Services
- Cloud & Managed Cybersecurity Services
- Business Accounting Services
- K-Pay Payroll & HCM Services
- Wealth Management, Estate Planning & Retirement Planning Services
Jul 2023 - Present
Channel Sales Leader - Healthcare & Dealer Network
Current
Nov 2018 - Present
Business Development Manager
Hsmc Orizon Technology
I am responsible for the sales and marketing department at HSMC Orizon Technology. This position requires the building of sales and marketing campaigns to promote, identify, propose and close new business. Also, increasing the number of network partners who provide strategic IT services and complement HSMC Orizon Technology services allows me to offer a.
Mar 2018 - Nov 2018
Channel Development Manager
Managed, nurtured and built strategic partnerships that re-sell NetStandard hosted applications including O365, Cloud and Managed Services including the sixth largest telecommunications provider in the U.S. Opened new markets across the U.S. including central and upper Midwest, Northern California, Texas and Northeast areas. Worked directly with.
Sep 2014 - Feb 2018
Sales Executive
NetStandard offers a full set of technology services to our customers at a fixed monthly investment so they do not have to worry about technology and can focus on their core business. Technology services include Data Center, Hosted Business Applications, and Managed Services. Our Mission: To enhance the performance of SMBs through the implementation and.
Jul 2009 - Feb 2018
Technical Account Specialist
NetStandard offers a full set of technology services to our customers at a fixed monthly investment so they do not have to worry about technology and can focus on their core business. Technology services include Data Center, Hosted Business Applications, and Managed Services. Our Mission: To enhance teh performance of SMBs through the implementation and.
Jul 2009 - Jul 2011
Senior Account Executive
Universal Money Centers, Inc.
Jul 2006 - Jul 2009
Account Executive
Network Integration Services
Jan 2005 - Jul 2006
Account Executive
Universal Money Centers, Inc.
Automated Teller Machine products and services including Diebold, NCR, Tranax, Triton, and Wincor-Nixdorf, ATM network processing, ATM First Line and Second Maintenance, ATM monitoring and reporting, ATM vault cash and delivery, and UMC Alliance ATM co-branding program with Financial Institutions.
Jun 2001 - Dec 2005
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →
RW
Roger Ward, Cpa/Pfs, Cfp, Mfp
Colleague at Creative Planning
Roswell, Georgia, United States, United States
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JM
Jonathan Martin
Colleague at Creative Planning
Lees Summit, Missouri, United States, United States
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AA
Alfan Ali
Colleague at Creative Planning
Jember, East Java, Indonesia, Indonesia
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BZ
Brad Zaumseil, Cpa, Ea
Colleague at Creative Planning
Charleston, South Carolina Metropolitan Area, United States
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ZB
Zack Baird, Cima®
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
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CC
Clay Caldwell, Cfp
Colleague at Creative Planning
Seminole, Florida, United States, United States
View →
JO
Jessica Odorisio
Colleague at Creative Planning
Omaha Metropolitan Area, United States
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BL
Bernadette Lawson
Colleague at Creative Planning
Havertown, Pennsylvania, United States, United States
View →
CM
Caleb Moyer, Cfp®, Ea
Colleague at Creative Planning
Omaha, Nebraska, United States, United States
View →
RO
Rob Oldaker, Cmfc®
Colleague at Creative Planning
Lenexa, Kansas, United States, United States
View →
Roger Ward, Cpa/Pfs, Cfp, Mfp
Colleague at Creative Planning
Roswell, Georgia, United States, United States
View →
JM
Jonathan Martin
Colleague at Creative Planning
Lees Summit, Missouri, United States, United States
View →
AA
Alfan Ali
Colleague at Creative Planning
Jember, East Java, Indonesia, Indonesia
View →
BZ
Brad Zaumseil, Cpa, Ea
Colleague at Creative Planning
Charleston, South Carolina Metropolitan Area, United States
View →
ZB
Zack Baird, Cima®
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
View →
CC
Clay Caldwell, Cfp
Colleague at Creative Planning
Seminole, Florida, United States, United States
View →
JO
Jessica Odorisio
Colleague at Creative Planning
Omaha Metropolitan Area, United States
View →
BL
Bernadette Lawson
Colleague at Creative Planning
Havertown, Pennsylvania, United States, United States
View →
CM
Caleb Moyer, Cfp®, Ea
Colleague at Creative Planning
Omaha, Nebraska, United States, United States
View →
RO
Rob Oldaker, Cmfc®
Colleague at Creative Planning
Lenexa, Kansas, United States, United States
View →
2 education records
Reid Graham education
Education record
Education record
Bishop Miege Hs
FAQ
Frequently asked questions about Reid Graham
Quick answers generated from the profile data available on this page.
What company does Reid Graham work for?
Reid Graham works for Creative Planning.
What is Reid Graham's role at Creative Planning?
Reid Graham is listed as Channel Sales Manager at Creative Planning | Business Services and Wealth Management at Creative Planning.
What is Reid Graham's email address?
AeroLeads has found 1 work email signal at @bergankdv.com for Reid Graham at Creative Planning.
What is Reid Graham's phone number?
AeroLeads has found 3 phone signal(s) with area code 913 for Reid Graham at Creative Planning.
Where is Reid Graham based?
Reid Graham is based in Mission, Kansas, United States while working with Creative Planning.
What companies has Reid Graham worked for?
Reid Graham has worked for Creative Planning, Bergankdv, Hsmc Orizon Technology, Netstandard, Inc., and Universal Money Centers, Inc..
Who are Reid Graham's colleagues at Creative Planning?
Reid Graham's colleagues at Creative Planning include Roger Ward, Cpa/Pfs, Cfp, Mfp, Jonathan Martin, Alfan Ali, Brad Zaumseil, Cpa, Ea, and Zack Baird, Cima®.
How can I contact Reid Graham?
You can use AeroLeads to view verified contact signals for Reid Graham at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Reid Graham attend?
Reid Graham studied at The University Of Kansas.
What skills is Reid Graham known for?
Reid Graham is listed with skills including Cloud Computing, Data Center, Managed Services, Saas, Networking, Account Management, Sales, and Solution Selling.
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