Emily Codr Email & Phone Number
Director of Client Services Retirement Plans and Foundations @ WealthPlan Group
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Emily Codr Location
- Omaha, NE, US
Emily Codr Work
- 2021 -now Director of Client Services Retirement Plans and Foundations @
- 2010 -now Director Of Client Services @
- 2010 -now Key Account Executive, Retirement Plans and Foundations, Auto Educate™ Manager @
- 2001 -2010 CBIZ @
Emily Codr Education
- University of Kansas
Bachelor's degree
1998-2001 - Duchesne Academy of The Sacred Heart 1993-1997
Emily Codr Skills
- Retirement Planning
- Mutual Funds
- Employee Benefits
- Insurance
- Financial Services
- Management
- 401k
- 401(k) Retirement Savings Plans
- Leadership
- Cash Balance Plans
- 401k Rollovers
- Account Management
- Retirement Savings
- Qualified Retirement Plans
Emily Codr Summary
- Emily Codr, based in Omaha, NE, US, is currently a Director of Client Services Retirement Plans and Foundations at WealthPlan Group. Emily Codr brings experience from previous roles at Feltz WealthPLAN and CBIZ. Emily Codr holds a 1998 - 2001 Bachelor's degree @ University of Kansas. With a robust skill set that includes Retirement Planning, Mutual Funds, Employee Benefits, Insurance, Financial Services and more. Emily Codr has 3 emails and 1 mobile phone numbers on RocketReach.
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