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Jodi Mac Leod
Business Process Specialist
at
Creative Planning Retirement Services
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Work Experience
Creative Planning Retirement Services
Business Process Specialist
Jan 2022 - Present · 3 years
Lockton Retirement Services
Account Administrator
Jan 2018 - Mar 2023 · 5 years and 2 months
Sageview Advisory
Account Executive
Feb 2011 - Jan 2018 · 6 years and 11 months
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Company Details
Creative Planning Retirement Services
51-200 Employees
Creative Planning Retirement Services' provides investment advisory services and manages fiduciary responsibilities for retirement plan sponsors. Our goal is to help organizations and their employees prepare for their future.
Website
https://creativeplanning.com/services/retirement-services
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
5440 W 110th St Overland Park, Kansas 66211, US
Keywords
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Contact Details
Email Address
J**@creativeplanning.com
Reveal Email
Phone Number
(xxx)xxx-xxxx
Reveal Phone
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