Morgan Dodson Email & Phone Number
Financial Planner @ Creative Planning
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Morgan Dodson Location
- Overland Park, KS, US
Morgan Dodson Work
- 2018 -now Financial Planner @
- 2017 -2018 Integrated Financial Planning Specialist @
- 2015 -2017 Associate Financial Representative @
Morgan Dodson Education
- The University of Kansas
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
2014-2015
Morgan Dodson Skills
- Leadership
- Permanent Life Insurance
- Management
- Business Strategy
- Series 63
- Microsoft Office
- Microsoft Word
- PowerPoint
- Term Life Insurance
- Microsoft Excel
- Interpersonal Communication
- Customer Relationship Management Crm
- Customer Service Management
- Series 6
- Training
- Disability Insurance
- Personal Financial Planning
- Long Term Care Insurance
- Customer Relationship Management
Morgan Dodson Summary
- Morgan Dodson, based in Overland Park, KS, US, is currently a Financial Planner at Creative Planning Inc.. Morgan Dodson brings experience from previous roles at Northwestern Mutual. Morgan Dodson holds a 2014 - 2015 Bachelor of Business Administration (B.B.A.) in Business Administration and Management, General @ The University of Kansas. With a robust skill set that includes Leadership, Permanent Life Insurance, Management, Business Strategy, Series 63 and more. Morgan Dodson has 1 emails on RocketReach.
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