Shari Mount
Consultant at Creative Planning at Creative Planning | Overland Park, Kansas, United States
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Consultant at Creative Planning at Creative Planning in July 2024 to Present
Senior Retirement Plan Consultant at Empower in May 2024 to July 2024
Retirement Consultant at Empower in December 2023 to July 2024
Trust Services Manager at National Advisors Trust Company in February 2022 to December 2023
Retirement Plan Services Manager at American Century Investments in July 2018 to February 2022
Client Experience Manager at American Century Investments in June 2014 to July 2018
Vice President, Sales Manager at American Century Investments in September 2012 to July 2014
Priority Services Manager at American Century Investments in April 2011 to November 2012
Online Services Manager at American Century Investments in July 2009 to November 2011
Direct Sales Manager at American Century Investments in October 2007 to July 2009
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Avila University, MBA
Missouri Southern State University, Bachelor of Science
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Business Development
Customer Satisfaction
Financial Advisory
Recruiting
Customer Relationship Management (CRM)
Sales Management
Business-to-Business (B2B)
Process Improvement
Vendor Management
Business Analysis
Series 63
Call Center
Mutual Funds
Risk Management
Relationship Management
Strategic Planning
Customer Experience
Microsoft Office
Investments
Change Management
Analytics
Series 7
series 24
Finance
Sales
Marketing
Call Centers
Strategic Financial Planning
Retirement
Financial Services
Management
Financial Planning
Business Process Improvement
Retirement Planning
Securities Regulation
Customer Service
Expectations Management
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Discover more about Creative PlanningWhat is Shari Mount - email address?
Email Shari Mount - at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Shari Mount -'s email found in 2026.
How to contact Shari Mount -?
To contact Shari Mount - send an email to [email protected], [email protected], [email protected] or [email protected]. (updated on January 04, 2025)
What company does Shari Mount work for?
Shari Mount works for Creative Planning
What is Shari Mount's role at Creative Planning?
Shari Mount is Consultant at Creative Planning
What is Shari Mount's Phone Number?
Shari Mount's phone (316) ***-*281
What industry does Shari Mount work in?
Shari Mount works in the Financial Services industry.
Shari Mount Email Addresses
Shari Mount Phone Numbers
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