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Sandy James

Risk Management Account Manager at Creative Planning

  • LinkedIn

Email Email: s****@coloniallife.com

phone noPhone Number: (***)-***-****

Sandy James is a Risk Management Account Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial plann...

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Employees

Anne Burney

Assistant Vice President

Sean Granere

Wealth Manager at Creative Planning, Inc.

Walter Nockett

Partner | Private Wealth Manager

Frequently Asked Questions Regarding Sandy James

Answer: Sandy James works for Creative Planning as Risk Management Account Manager

Answer: Sandy James’s role in Creative Planning is Risk Management Account Manager

Answer: Sandy James's email address is s***@gmail.com

Answer: Sandy James's business email address is s****@coloniallife.com

Answer: Sandy James’s direct phone number is (***)-***-****

Answer: Sandy James works in the industry of: Financial Services

Answer: Sandy James is the current Risk Management Account Manager at Creative Planning.... Read More

Answer: Sandy James works Creative Planning located at 5454 West 110th St, Overland Park, Kansas, 66211, United States

Answer: Creative Planning's Risk Management Account Manager is Sandy James

Answer: Sandy James contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@coloniallife.com

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