Brandy Wagner Email
Operations Team Manager @ Creative Planning
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Brandy Wagner Location
- United States
Brandy Wagner Work
- Operations Team Manager @ (July 2026 - Present)
- Operations Manager @ Creative Planning, LLC (March 2023 - July 2026)
- Director Of Client Services @ (October 2014 - March 2023)
- Client Service Specialist @ (February 2007 - October 2014)
Brandy Wagner Skills
- Series 65
- Workflow Design
- Client Services
- Team Leadership
- Client Relations
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service
- Daily Operations Management
- Operational Execution
- Operations Management
- Regulatory Compliance
- Soft Skills
- Team Management
- Wealth Management Services
Brandy Wagner Summary
- Brandy Wagner, based in United States, is currently a Operations Team Manager at Creative Planning. Brandy Wagner brings experience from previous roles at Creative Planning, LLC and Telarray. With a robust skill set that includes Series 65, Workflow Design, Client Services, Team Leadership, Client Relations and more. Brandy Wagner has 2 emails on RocketReach.
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