JM
Jodi Mac Leod
Business Process Specialist at Creative Planning Retirement Services
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Work Experience
Business Process Specialist
Jan 2022 - Present · 3 years
Lockton Retirement Services
Account Administrator
Jan 2018 - Mar 2023 · 5 years and 2 months
Account Executive
Feb 2011 - Jan 2018 · 6 years and 11 months
Company Details
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.
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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