Jonae Daniels
Financial Planner at Creative Planning | Kansas City, Missouri, United States
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Financial Planner at Creative Planning in April 2023 to Present
Financial Mentor at OneDigital | Retirement + Wealth in July 2022 to April 2023
Wealth Management Operations Specialist at OneDigital | Retirement + Wealth in November 2021 to July 2022
Wealth Management Operations Associate at OneDigital | Retirement + Wealth in March 2021 to November 2021
Human Resources Generalist at City of Kansas City, MO in December 2019 to March 2021
Analyst at City of Kansas City, MO in December 2018 to December 2019
Substitute Teacher at Academie Lafayette in March 2016 to December 2018
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University of Missouri-Kansas City, Bachelor of Business Administration - BBA, August 2026
Bryant University, Certificate, August 2026
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Series 65
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Strategic Thinking
Presentation Skills
Training
Microsoft Office
Business Control
Timelines
Key Performance Indicators
Build Strong Relationships
Presentations
Process Improvement
Recruiting
Interpersonal Skills
Prioritize Workload
Employee Benefits
Problem Solving
Written Communication
Microsoft PowerPoint
Data Analysis
Teamwork
Financial Results
Financial Planning
Project Management
Leadership
Microsoft Excel
Microsoft Word
Management
Organization Skills
Customer Experience
Time Management
Communication
Data Entry
Business Services
Human Resources (HR)
Auditing
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Data Processing
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Discover more about Creative PlanningWhat is Jonae Daniels email address?
Email Jonae Daniels at [email protected]. This email is the most updated Jonae Daniels's email found in 2026.
How to contact Jonae Daniels?
To contact Jonae Daniels send an email to [email protected]. (updated on February 14, 2025)
What company does Jonae Daniels work for?
Jonae Daniels works for Creative Planning
What is Jonae Daniels's role at Creative Planning?
Jonae Daniels is Financial Planner
What is Jonae Daniels's Phone Number?
Jonae Daniels's phone (316) ***-*200
What industry does Jonae Daniels work in?
Jonae Daniels works in the Financial Services industry.
Jonae Daniels Email Addresses
Jonae Daniels Phone Numbers
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