AS
Angela Schwartz
People First Director at Creative Planning Business Services
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Work Experience
Jun 2018 - Present · 6 years and 6 months
People First Director
Jul 2022 - Present · 2 years and 5 months
People First Senior Manager
Jul 2021 - Sep 2022 · 1 years and 2 months
Marketing Manager
Jun 2018 - Jul 2021 · 3 years and 1 months
Company Details
As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country. The strategic acquisition will pave the way for unparalleled experiences for our clients and team members and make a compelling impact on the professional services industry. BerganKDV will continue to provide audit and attest services to clients, while Creative Planning Business Services will provide customized, high-quality expertise to support every phase of your business journey. *Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.
Year Founded
2015
Social Media
Linkedin
Industry
Business Consulting and Services
HQ Location
5454 W 110th St Overland Park, Kansas 66211, US
Keywords
CPA Services401K Advisory ServicesLife & Disability InsuranceOutsourced TechnologyOutsourced AccountingOutsourced PayrollEstate & TrustBusiness ValuatioFraud & ForensicNetSuite Cloud Solutions
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