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Jonathan Twidwell Location
Overland Park, KS, US
Jonathan Twidwell Work
Managing Member @ (July 2016 - Present)
Financial Advisor @ (December 2014 - Present)
President of the Board of Directors @ (June 2016 - Present)
Member of Board and Planned Giving Chairperson @ (January 2012 - January 2023)
General Sales Manager - Retirement Services, Estate Services, and Insurance @ (March 2011 - November 2014)
Life and Annuities Product Specialist @ (September 2009 - March 2011)
Tax Attorney @ (January 2007 - September 2009)
Corporate Legal Intern @ (May 2006 - December 2006)
Corporate Legal and Business Analyst Intern @ (May 2003 - August 2004)
Jonathan Twidwell Education
Creighton University School of Law
J.D. (Law)
2004-2007
Creighton University
BSBA (Accounting, Finance)
2000-2004
Fremont Senior High School 1996-2000
Jonathan Twidwell Skills
Customer Service
Employee Benefits
Estate Planning
Financial Advisory
Financial Planning
Fixed Annuities
Insurance
Investments
Life Insurance
Management
Retirement
Strategic Planning
Jonathan Twidwell Summary
Jonathan Twidwell, based in Overland Park, KS, US, is currently a Managing Member at Cornerstone Companies. Jonathan Twidwell brings experience from previous roles at Cornerstone Wealth Management - Overland Park, KS, Inclusion Connections, Catholic Foundation of Northeast Kansas and Mutual of Omaha Financial Advisors. Jonathan Twidwell holds a 2004 - 2007 J.D. in Law @ Creighton University School of Law. With a robust skill set that includes Customer Service, Employee Benefits, Estate Planning, Financial Advisory, Financial Planning and more. Jonathan Twidwell has 4 emails and 2 mobile phone numbers on RocketReach.
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