Kirk Beard Email & Phone Number
Risk Management Account Manager @ Creative Planning
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Kirk Beard Location
- Leawood, KS, US
Kirk Beard Work
- 2017 -now Risk Management Account Manager @
- 2003 -2016 Life Insurance- New Business and Underwriting and Internal Sales Support @
Kirk Beard Education
- University of Missouri-Kansas City
Bachelor's degree (Political Science and Government)
1991-1994 - Center Senior High School Kansas City, MO
Graduate
1988-1991
Kirk Beard Skills
- Annuities
- Sales
- Case Management
- Leadership
- Underwriting
- Life Insurance
- Works Well With Minimal Supervision
- Microsoft Excel
- Series 63
- Series 6
- Internal Wholesaling
- Sr Team Leadership
- Subject Matter Expert
- Microsoft Office
- Fellow
- Investment Properties
- Management
- Relocation
- Hold Series 7
- Life Management Institute Flmi
- Executive Benefits
- Coli/Boli
- Customer Service
- Regulatory Compliance
Kirk Beard Summary
- Kirk Beard, based in Leawood, KS, US, is currently a Risk Management Account Manager at Creative Planning Inc.. Kirk Beard brings experience from previous roles at New York Life Insurance Company. Kirk Beard holds a 1991 - 1994 Bachelor's degree in Political Science and Government @ University of Missouri-Kansas City. With a robust skill set that includes Annuities, Sales, Case Management, Leadership, Underwriting and more. Kirk Beard has 1 emails and 2 mobile phone numbers on RocketReach.
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