Kari Brown Email & Phone Number
Financial Planner @ Creative Planning
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Kari Brown Location
- Salt Lake City, UT, US
Kari Brown Work
- Financial Planner @ (July 2024 - Present)
- Financial Planner @ (January 2023 - December 2024)
- Associate Wealth Advisor @ (January 2020 - December 2023)
- Collaborator @ (September 2018 - January 2020)
- Implementation Project Manager @ (January 2015 - December 2019)
- Implementation Project Manager @ (January 1998 - December 2002)
- Relationship Manager @ (January 1995 - December 1998)
- Transaction Operations and Reconciliation Analyst @ (January 1993 - December 1995)
Kari Brown Education
- Utah Valley University - Woodbury School of Business
Education requirements for CFP® designation (Financial Planning and Services)
2018-2019 - Brigham Young University
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
1995-1997 - University of Utah - David Eccles School of Business
Bachelor's Degree (Finance, General)
1989-1993
Kari Brown Skills
- Project Management
- Customer Service
- Change Champion
- Relationship Builder
- Advocate
- Leadership
- Retirement Planning
- Strength Training
- Financial Planning
- Strategic Planning
- 401(k) Retirement Savings Plans
- 403 b
- Program Development
- Instigator
- Fund raiser
- Responsible
- Personable
- Inclusive
- Team Development
- Training
- Constant Learner
- Management
- Organizer
- Listener
- Problem Solving
Kari Brown Summary
- Kari Brown, based in Salt Lake City, UT, US, is currently a Financial Planner at Creative Planning. Kari Brown brings experience from previous roles at Albion Financial Group, University of Utah - David Eccles School of Business and Fidelity Investments. Kari Brown holds a 2018 - 2019 Education requirements for CFP® designation in Financial Planning and Services @ Utah Valley University - Woodbury School of Business. With a robust skill set that includes Project Management, Customer Service, Change Champion, Relationship Builder, Advocate and more. Kari Brown has 1 emails on RocketReach.
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