Lead Operations Manager Practice Development - Law Enforcement | Aviation | Financial Wellness Inst.
CurrentLead a team of specialists devoted to Aviation wealth client services. Develop and provide financial wellness education to first responders. Direct workflow, monitor team compliance, and train staff. Deliver retirement plan consolidation strategies aimed at improving retirement plan wealth management. Collaborate with financial custodians, third parties, investment managers,& financial planners on operational efficiency and workflow process improvements. Solve account related issues specific to investment trading, billing, and risk. Lead and oversee projects related to account generation, money movement, and estate planning operations. Creative Planning provides comprehensive wealth management & investment management, financial planning, charitable, tax, & estate planning services. Creative Planning was named the #1 Independent WM Firm in America by Barron’s (2017), & CNBC named Creative Planning the #1 Independent Wealth Management Firm in the US on the only rankings the network ever released (2014-2015)*Creative Planning manages over $282 billion combined AUM and AUA for clients in all 50 states as of Dec 2023.Specialties: Wealth & Investment mgmt., Financial Planning, Estate, Tax & Charitable Planning, Business Succession Planning, Risk Mgmt.*Rankings and/or recognition by unaffiliated rating services should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, & others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.