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Sandy James Email & Phone Number

Risk Management Account Manager at Creative Planning Inc.
Location: Overland Park, Kansas, United States 7 work roles 1 school
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified Jul 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
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., a 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 Account Executive - Benefits Counselor at Colonial Life and Business Owner ➤ Director of Operations at Cookies By Design. Sandy James holds Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations from Wichita State University.

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{first}.{last}@creativeplanning.com
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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
overland park, kansas, united states
Employees
631
AeroLeads page
7 roles · 42 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 an exceptional team, including contracted delivery drivers and holiday staff, including cookie artists, customer service representatives, and bakers.➤ Drove sales growth through persistent follow-up on leads, including a sizable contract that resulted in $50,000+ in revenue over 3 years. Formed strategic partnership with 1800flowers to create new revenue stream that increased annual sales significantly.➤ Relocated business with no interruption of daily operations, resulting in elevated brand awareness and 50% higher over-the-counter sales.➤ Hand-picked to join the Cookies by Design Franchise Advisory Board, serving as a liaison with the franchise office to improve relationships with franchisees.➤ Improved brand reach by convincing franchise office to train franchise owners in social media marketing to promote the business.➤ Influenced reinstatement of Regional Quarterly CEO Meeting to share critical information on past performance, upcoming events, and future plans with franchisees.➤ Delivered exceptional customer service, fostering customer-centric team mindset.

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:➤ Recruited and managed high-performance team of 6 accountants, accounts payable, and accounts receivable staff.➤ Collaborated with HR to create a revised pay-scale plan to attract both entry-level accountants and experienced professionals to reduce high staff attrition rates in the accounting department.

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 revenue, as well as overseeing a billing department comprised of 6 cashiers, accounting clerks, and billing specialists accountable for:» Invoicing» Contract management» Account maintenance» Credit & Collections» Internal reporting» Program and project management» Budget management» Collection performanceSELECTED HIGHLIGHTS:➤ Championed numerous system implementations, upgrades, and modifications to improve operations. Submitted change requests to IT, conducted pre-launch tests of system modifications and trained staff on new systems.➤ Developed documentation to comply with established SOX control objectives, conducted reviews, and implemented changes to policies and procedures to maintain compliance.➤ Partnered with programmers to develop and implement new billing system to improve efficiency and eliminate manual processes.➤ Led taskforce in revamping pre-pay initiatives, resulting in significant annual savings.➤ Served on the Classified Section Redesign Team that drove $300,000 in additional revenues by recommending operational improvements.➤ Delivered outstanding results with low write-off rate by developing sound credit policies, aggressive collection strategies, and effective communication with delinquent account-holders.

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, test and implement the system.★ PREVIOUS ROLES AT WICHITA EAGLE-BEACON ★➤ Advertising Statistical Analyst➤ Accounts Payable Assistant➤ State Subscriber Pay-By-Mail Supervisor➤ City Subscriber Pay-By-Mail Clerk.

1985 - 1992 ~7 yrs
Team & coworkers

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1 education record

Sandy James education

FAQ

Frequently asked questions about Sandy James

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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..

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 Jason Mcgee, Wyatt Lindsey, Stacia Miller, Mba, James Pak, Cfp® Awma®, and Jeremy Myrum, Mba, Cfp®.

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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