Mindy Marburger Email & Phone Number
Partner, Team Lead and Sr. Consultant @ Creative Planning Retirement Services
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Mindy Marburger Location
- Trabuco Canyon, CA, US
Mindy Marburger Work
- Partner, Team Lead and Sr. Consultant @ (January 2022 - Present)
- AVP, Sr. Consultant @ Lockton Retirement Services (December 2017 - August 2022)
- Lead Client Executive @ (December 2016 - December 2017)
- Consultant, Employee Benefits and Retirement Services Department @ (April 2014 - December 2016)
- Director, Retirement Plans @ Shuster Financial Group, LLC (October 2012 - March 2014)
- Producer Consultant @ (February 2011 - September 2012)
- Plan Consultant @ (November 2008 - September 2012)
- Event Coordinator - Susan G. Komen on the Go @ (August 2007 - November 2008)
- Special Events Coordinator @ University California, Irvine (May 2007 - August 2007)
- Meeting Coordinator @ (January 2006 - April 2007)
- Event Logistics @ (January 2005 - January 2007)
- Logistics Coordinator @ Susan G. Komen 3-Day Breast Cancer Walks (June 2005 - October 2006)
Mindy Marburger Education
- University of Michigan
Bachelors (English)
2000-2004
Mindy Marburger Skills
- Client Engagement
- Training Skills
- Highly Adaptable
- Event Management
- Client Retention
- Social Media
- Technical Training
- Highly Communicative
- Communication
- Training
- Retirement
- 401k
- Series 7
- Defined Benefit
- Strategic Planning
- PowerPoint
- Public Speaking
- Employee Benefits
- Research
Mindy Marburger Summary
- Mindy Marburger, based in Trabuco Canyon, CA, US, is currently a Partner, Team Lead and Sr. Consultant at Creative Planning Retirement Services. Mindy Marburger brings experience from previous roles at Lockton Retirement Services, Transamerica Retirement Solutions, Lockton Companies and Shuster Financial Group, LLC. Mindy Marburger holds a 2000 - 2004 Bachelors in English @ University of Michigan. With a robust skill set that includes Client Engagement, Training Skills, Highly Adaptable, Event Management, Client Retention and more. Mindy Marburger has 2 emails and 1 mobile phone numbers on RocketReach.
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