Sandy James Email & Phone Number
@creativeplanning.com
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Who is Sandy James? Overview
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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.
Email format at Creative Planning Inc.
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AeroLeads found 1 current-domain work email signal for Sandy James. Compare company email patterns before reaching out.
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.
Sandy James's current company
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Sandy James work experience
A career timeline built from the work history available for this profile.
Account Executive - Benefits Counselor
Business Owner ➤ Director Of Operations
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.
Accounting Manager
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:➤.
Financial Analyst
Reporting directly to the Vice President of Finance, I performed financial analysis, FTE reporting, audits, journal entries, account reconciliations, and special assignments as needed.
Revenue Accounting Manager | Credit Manager
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.
Billing Manager
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.
Colleagues at Creative Planning Inc.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Salah Zanabili
Colleague at Creative Planning Inc.
Dallas-Fort Worth Metroplex, United States
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Jen Walker
Colleague at Creative Planning Inc.
Reno, Nevada, United States, United States
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Tom Fitzpatrick
Colleague at Creative Planning Inc.
Kansas City, Missouri, United States, United States
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Steve Apsey
Colleague at Creative Planning Inc.
Leawood, Kansas, United States, United States
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Jennifer Reed
Colleague at Creative Planning Inc.
Kansas City, Kansas, United States, United States
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Stevie Brown
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
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Micah Lawson, Aif®
Colleague at Creative Planning Inc.
Overland Park, Kansas, United States, United States
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MS
Mallie Scott, Cfp®
Colleague at Creative Planning Inc.
Atlanta Metropolitan Area, United States
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AH
Adam Heathcote, Cfp®
Colleague at Creative Planning Inc.
Sartell, Minnesota, United States, United States
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RL
Ruby Luo
Colleague at Creative Planning Inc.
Johnson County, Kansas, United States, United States
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Sandy James education
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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