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Theresa Davidson
Commissions Director at Creativeone
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Work Experience
Commissions Director
Mar 2022 - Present · 2 years and 9 months
Compliance Officer
Oct 2014 - Mar 2022 · 7 years and 5 months
Fund Administration - Sr. Director, Vice President
Mar 2012 - Feb 2014 · 1 years and 11 months
Company Details
51-200 Employees
Surpassing the traditional definition of an independent marketing organization, CreativeOne is an industry-leading diversified financial services organization focused on retirement income solutions, including annuities, investments and life insurance. Changing the scenery since 1984, CreativeOne has been providing expert advisor solutions that foreshadow regulatory change while supplementing successful independent businesses through exclusive product offerings, trend-setting lead-generation programs, and award-winning marketing services. With more than 140 dedicated employees accommodating thousands of insurance and financial professionals nationwide, CreativeOne is committed to propelling ahead of industry best practices while unifying technology to enhance advisor productivity and deliver top-notch end-consumer solutions. In addition, Client One Securities, the in-house broker dealer, and ChangePath, the turnkey asset management platform (TAMP) are extensions of our corporate value proposition. Visit www.creativeone.com for more information.
Year Founded
1984
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Financial Industry Supplies
HQ Location
6330 Sprint Pkwy Suite 400 Suite 400 Overland Park, Kansas 66211, US
Keywords
Financial AdvisingAnnuity wholesaling to agents and advisorsLife insurance brokerageAnnuity and insurance product developmentDiversified Financial ServicesIndependent Marketing OrganizatioAnnuity and Life Insurance WholesalerBroker-DealerTurnkey Asset Manager PlatformAnnuities
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