Skylar Wright, Cfp®, Mba Email & Phone Number
@kestrafinancial.com
LinkedIn matched
Who is Skylar Wright, Cfp®, Mba? Overview
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Skylar Wright, Cfp®, Mba is listed as Sr. Supervising Principal at Kestra Financial at Kestra Financial, a company with 235 employees, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at kestrafinancial.com and a matched LinkedIn profile for Skylar Wright, Cfp®, Mba.
Skylar Wright, Cfp®, Mba previously worked as Sr. Supervising Principal at Kestra Financial and Trade Supervisor at Kestra Financial. Skylar Wright, Cfp®, Mba holds Master Of Business Administration (Mba) from Northwest Missouri State University.
Email format at Kestra Financial
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AeroLeads found 1 current-domain work email signal for Skylar Wright, Cfp®, Mba. Compare company email patterns before reaching out.
About Skylar Wright, Cfp®, Mba
Skylar Wright, Cfp®, Mba is a Sr. Supervising Principal at Kestra Financial at Kestra Financial.
Skylar Wright, Cfp®, Mba's current company
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Skylar Wright, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Trade Supervisor
Supervisory Principal
Supervisory Principal
- Responsible for conduction the analysis and OSJ review of insurance and financial planning recommendations by W&R financial advisors.
- Review exception reports monitoring financial advisor sales activities with respect to insurance and financial planning recommendations.
- Work in partnership with other departments like Compliance, Legal, and Client Services, as well as outside insurance carriers regarding the review of insurance transactions.
Supervisory Principal - Insurance
- Responsible for conduction the analysis and OSJ review of insurance recommendations by W&R financial advisors.
- Review exception reports monitoring financial advisor sales activities with respect to insurance recommendations.
- Work in partnership with other departments like Compliance, Legal, and Client Services, as well as outside insurance carriers regarding the review of insurance transactions.
Contact Center Representative
Accounting Specialist
Colleagues at Kestra Financial
Other employees you can reach at kestrafinancial.com. View company contacts for 235 employees →
Jarrod Moore
Colleague at Kestra Financial
United States, United States
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RA
Reetika Agarwal
Colleague at Kestra Financial
Austin, Texas, United States, United States
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TG
Tosha Graham
Colleague at Kestra Financial
Manor, Texas, United States, United States
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GS
Geoffrey Smith
Colleague at Kestra Financial
Austin, Texas Metropolitan Area, United States
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DK
Doug Kish
Colleague at Kestra Financial
Pottstown, Pennsylvania, United States, United States
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NE
Nick Easby-Smith
Colleague at Kestra Financial
Austin, Texas, United States, United States
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CR
Connie Ross
Colleague at Kestra Financial
Austin, Texas, United States, United States
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LD
Lyle Davidson
Colleague at Kestra Financial
Austin, Texas Metropolitan Area, United States
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DM
Daniel Makepeace
Colleague at Kestra Financial
Austin, Texas, United States, United States
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AB
Austin Bright
Colleague at Kestra Financial
Greater Houston, United States
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Skylar Wright, Cfp®, Mba education
Master Of Business Administration (Mba)
Bachelor'S Degree, Hospitality Administration/Management
Frequently asked questions about Skylar Wright, Cfp®, Mba
Quick answers generated from the profile data available on this page.
What company does Skylar Wright, Cfp®, Mba work for?
Skylar Wright, Cfp®, Mba works for Kestra Financial.
What is Skylar Wright, Cfp®, Mba's role at Kestra Financial?
Skylar Wright, Cfp®, Mba is listed as Sr. Supervising Principal at Kestra Financial at Kestra Financial.
What is Skylar Wright, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @kestrafinancial.com for Skylar Wright, Cfp®, Mba at Kestra Financial.
Where is Skylar Wright, Cfp®, Mba based?
Skylar Wright, Cfp®, Mba is based in Kansas City, Missouri, United States while working with Kestra Financial.
What companies has Skylar Wright, Cfp®, Mba worked for?
Skylar Wright, Cfp®, Mba has worked for Kestra Financial, Lpl Financial, Waddell & Reed, and State Street.
Who are Skylar Wright, Cfp®, Mba's colleagues at Kestra Financial?
Skylar Wright, Cfp®, Mba's colleagues at Kestra Financial include Jarrod Moore, Reetika Agarwal, Tosha Graham, Geoffrey Smith, and Doug Kish.
How can I contact Skylar Wright, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Skylar Wright, Cfp®, Mba at Kestra Financial, including work email, phone, and LinkedIn data when available.
What schools did Skylar Wright, Cfp®, Mba attend?
Skylar Wright, Cfp®, Mba holds Master Of Business Administration (Mba) from Northwest Missouri State University.
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