Wealth Management Operations Associate
Current
Feb 2021 - Present
AeroLeads people directory · profile
Wendy M. Email & Phone Number
Wealth Management Operations Associate
at
Twin Financial
1 work email found
@twinfinancial.com
1 phone found area 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Management Operations Associate
Location
Kansas City Metropolitan Area, United States
Who is Wendy M.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Wendy M. is listed as Wealth Management Operations Associate at Twin Financial, based in Kansas City Metropolitan Area, United States. AeroLeads shows a work email signal at twinfinancial.com, phone signal with area code 800, and a matched LinkedIn profile for Wendy M..
Wendy M. previously worked as Associate Financial Consultant at Charles Schwab and Financial Consultant Academy, Investor Development at Charles Schwab. Wendy M. holds Master Of Arts (M.A.), Dispute Resolution (Education & Human Development) from Southern Methodist University.
Company email context
Email format at Twin Financial
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*@twinfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Wendy M.. Compare company email patterns before reaching out.
Profile bio
About Wendy M.
Licenses and Disclosures: WWW.TwinFinancial.com/licensing
Listed skills include Leadership, Writing, Conflict Management, Collaborative Problem Solving, and 46 others.
Current workplace
Wendy M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Wendy M. work experience
A career timeline built from the work history available for this profile.
Associate Financial Consultant
Feb 2019 - Feb 2021
Jun 2017 - Feb 2019
Human Resources Administrator
High Profile, Inc./American College Of Emergency Physicians
Meeting our client's needs by providing targeted HR Admin support in scheduling candidate interviews, completing new employee onboarding, benefits enrollment and maintaining SAGE HR database.
Dec 2016 - Mar 2017
Conflict Management Consultant
• Collaborated with Patricia Porter, President, to research, create and deliver a one-hour interactive educational seminar titled Workplace Wildfire™: Managing Abrasive Leader Behavior. • Presented Workplace Wildfire™ seminar to 26 conflict resolution professionals and senior management coaches twice within 4 weeks of project completion.• Raised awareness and promoted healthy work environments to over 600 readers per month by publishing 3 blog posts discussing definitions and strategies to handle negative behaviors in the workplace.
Oct 2015 - Dec 2016
Black Belt Head Instructor/Program Coordinator
Red Tiger Karate
• Program Coordinator for 8 years. Managed rapid growth by developing a Filemaker Pro database system tracking the progress of 600 students in 9 locations. • Advised Program Director on continuous improvement strategies and talent management data, reducing employee turnover by 20%• Coached and mentored 200 junior and adult students with 10% achieving the rank of black belt.• Regularly communicated with head instructors, students and parents to assess the organization’s impact in formal and informal ways. Implemented process improvements to increase employee/customer satisfaction rate by 60%
Jan 2003 - Jun 2014
2 education records
Wendy M. education
Master Of Arts (M.A.), Dispute Resolution (Education & Human Development)
Southern Methodist University
Bachelor Of Arts (B.A.), Art History
Brigham Young University
FAQ
Frequently asked questions about Wendy M.
Quick answers generated from the profile data available on this page.
What company does Wendy M. work for?
Wendy M. works for Twin Financial.
What is Wendy M.'s role at Twin Financial?
Wendy M. is listed as Wealth Management Operations Associate at Twin Financial.
What is Wendy M.'s email address?
AeroLeads has found 1 work email signal at @twinfinancial.com for Wendy M. at Twin Financial.
What is Wendy M.'s phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Wendy M. at Twin Financial.
Where is Wendy M. based?
Wendy M. is based in Kansas City Metropolitan Area, United States while working with Twin Financial.
What companies has Wendy M. worked for?
Wendy M. has worked for Twin Financial, Charles Schwab, High Profile, Inc./American College Of Emergency Physicians, Conflict Connections, Inc., and Red Tiger Karate.
How can I contact Wendy M.?
You can use AeroLeads to view verified contact signals for Wendy M. at Twin Financial, including work email, phone, and LinkedIn data when available.
What schools did Wendy M. attend?
Wendy M. holds Master Of Arts (M.A.), Dispute Resolution (Education & Human Development) from Southern Methodist University.
What skills is Wendy M. known for?
Wendy M. is listed with skills including Leadership, Writing, Conflict Management, Collaborative Problem Solving, Team Building, Presentation Skills, Powerpoint, and Social Media.
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