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Brooke Phelps Location
Kansas City, MO, US
Brooke Phelps Work
Sales and Marketing Director @ (May 2023 - Present)
Consultant @ (January 2016 - May 2023)
Business Development Consultant @ (July 2011 - January 2016)
Financial Advisor @ (March 2009 - July 2011)
Financial Advisor, Client Associate @ (July 2006 - January 2009)
Brooke Phelps Education
University of Dayton
Bachelor Of Science (Marketing)
2002-2006
St. Pius X Catholic High School - Atlanta, Ga 1998-2002
University of Pennsylvania
Brooke Phelps Skills
Series 63
Business Relationship Management
Insurance
Retirement Planning
Investments
Business Development
Healthcare
Multi Generational Planning
Strategic Planning
Wealth Management
Mutual Funds
Strategic Financial Planning
Risk Management
New Business Development
Financial Analysis
Strategic Consulting
Vendor Relationship Management
Marketing Strategy
Retirement
Easily Adaptable
Series 7
Employee Benefits
Brooke Phelps Summary
Brooke Phelps, based in Kansas City, MO, US, is currently a Sales and Marketing Director at Zerorez of Kansas City. Brooke Phelps brings experience from previous roles at Holmes Murphy & Associates, Lockton Companies, Renaissance Financial and Merrill Lynch. Brooke Phelps holds a 2002 - 2006 Bachelor Of Science in Marketing @ University of Dayton. With a robust skill set that includes Series 63, Business Relationship Management, Insurance, Retirement Planning, Investments and more. Brooke Phelps has 2 emails and 2 mobile phone numbers on RocketReach.
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