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Sandy James Email & Phone Number

Risk Management Account Manager at Creative Planning Inc. at Creative Planning Inc.
Location: Overland Park, Kansas, United States 7 work roles 1 school
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email s****@creativeplanning.com
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Current company
Role
Risk Management Account Manager at Creative Planning Inc.
Location
Overland Park, Kansas, United States
Company size

Who is Sandy James? Overview

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Quick answer

Sandy James is listed as Risk Management Account Manager at Creative Planning Inc. at Creative Planning Inc., a company with 631 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Sandy James.

Sandy James previously worked as Risk Management Account Manager at Creative Planning Inc. and Account Executive - Benefits Counselor at Colonial Life. Sandy James holds Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations from Wichita State University.

Company email context

Email format at Creative Planning Inc.

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{first}.{last}@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Sandy James. Compare company email patterns before reaching out.

Profile bio

About Sandy James

Sandy James is a Risk Management Account Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.Creative Planning currently manages over $38 billion for clients in all 50 states and 2 territories.SpecialtiesWealth Management, Investment Management for Individuals, Businesses and Charities

Listed skills include Operations Management, Team Leadership, Customer Service, Budget Management, and 22 others.

Current workplace

Sandy James's current company

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Creative Planning Inc.
Creative Planning Inc.
Risk Management Account Manager at Creative Planning Inc.
overland park, kansas, united states
Employees
631
AeroLeads page
7 roles · 41 years

Sandy James work experience

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

Account Executive - Benefits Counselor

Colonial Life

Kansas And Missouri

Aug 2017 - Jul 2018

Business Owner ➤ Director Of Operations

Overland Park, KS

Embracing an entrepreneurial opportunity to run my own business, I acquired a Cookies by Design franchise and built it from the ground up, creating the vision and strategic plans, managing all operations, and holding full P&L accountability, as well as eventually negotiating the successful sale of the business.SELECTED HIGHLIGHTS:➤ Recruited and supervised.

Nov 2008 - 2016

Accounting Manager

Mission, KS

In this role, I assisted the Controller with accounting and financial reporting to ensure accurate and appropriate financial statements and accounting transactions, as well as managing close-out of monthly, quarterly, and yearly financials and external audits in adherence with Sarbanes Oxley requirements and internal policies. SELECTED HIGHLIGHTS:➤.

Feb 2007 - Nov 2008

Financial Analyst

Kansas City, Missouri Area

Reporting directly to the Vice President of Finance, I performed financial analysis, FTE reporting, audits, journal entries, account reconciliations, and special assignments as needed.

2006 - 2007 ~1 yr

Revenue Accounting Manager | Credit Manager

Wichita, Kansas Area

Over the course of my 20+-year career with the Wichita Eagle-Beacon Publishing Company, I rose through the ranks, ultimately serving as the liaison between the Accounting and Advertising departments. In this role, I managed the financial reporting for the advertising, online, and commercial print revenue areas representing more than 80% of total company.

1992 - 2006 ~14 yrs

Billing Manager

Wichita, Kansas Area

In this leadership role within the billing department at this Kansas-based newspaper publishing company, I managed 10 staff members, including advertising billing, accounts receivable, cashiers, and front counter customer service representatives. I was instrumental in bringing a custom accounts receivable system online, working with programmers to design.

1985 - 1992 ~7 yrs
Team & coworkers

Colleagues at Creative Planning Inc.

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

1 education record

Sandy James education

FAQ

Frequently asked questions about Sandy James

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

What company does Sandy James work for?

Sandy James works for Creative Planning Inc..

What is Sandy James's role at Creative Planning Inc.?

Sandy James is listed as Risk Management Account Manager at Creative Planning Inc. at Creative Planning Inc..

What is Sandy James's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Sandy James at Creative Planning Inc..

Where is Sandy James based?

Sandy James is based in Overland Park, Kansas, United States while working with Creative Planning Inc..

What companies has Sandy James worked for?

Sandy James has worked for Creative Planning Inc., Colonial Life, Cookies By Design, Concorde Career Colleges, Inc., and The Kansas City Star.

Who are Sandy James's colleagues at Creative Planning Inc.?

Sandy James's colleagues at Creative Planning Inc. include Salah Zanabili, Jen Walker, Tom Fitzpatrick, Steve Apsey, and Jennifer Reed.

How can I contact Sandy James?

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

What schools did Sandy James attend?

Sandy James holds Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations from Wichita State University.

What skills is Sandy James known for?

Sandy James is listed with skills including Operations Management, Team Leadership, Customer Service, Budget Management, Financial Management, Project Management, Strategic Planning, and Workflow Planning And Prioritization.

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