Ryan Gee Email & Phone Number
Director of Creative Planning Insurance @ Creative Planning
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Ryan Gee Location
- Kansas City, MO, US
Ryan Gee Work
- 2025 - now Director of Creative Planning Insurance @
- 2020 - 2025 Insurance Account Manager @
- 2018 - 2020 Financial Professional @
- 2014 - 2018 Senior Research Assistant-Institute for Human Development @
- 2013 - 2014 Intern and Graduate Assistant @
- 2007 - 2013 Bartender @
Ryan Gee Education
- University of Missouri-Kansas City
Master of Arts (M.A.) (Economics)
2012 - 2014 - University of Missouri-Kansas City
Bachelor of Arts (B.A.) (Economics)
2010 - 2012 - Johnson County Community College
Associate of Arts (A.A.) (General Studies)
2007 - 2010
Ryan Gee Skills
- Client Education
- IRAs
- Insurance Strategies
- Asset Allocation Strategies
- Retirement Rollovers
- Wealth Management
- Mutual fund Strategies
- Insurance Needs analysis
- Annuity Stategies
- Customer Service
- Tax-efficient Distribution Strategies
- Estate Planning Strategies
- 401(k)s
- Microsoft Office
- Spreadsheets
- Critical Thinking
Ryan Gee Summary
- Ryan Gee, based in Kansas City, MO, US, is currently a Director of Creative Planning Insurance at Creative Planning. Ryan Gee brings experience from previous roles at Creative Planning Inc., AXA Advisors, LLC, University of Missouri-Kansas City and Institute for Human Development. Ryan Gee holds a 2012 - 2014 Master of Arts (M.A.) in Economics @ University of Missouri-Kansas City. With a robust skill set that includes Client Education, IRAs, Insurance Strategies, Asset Allocation Strategies, Retirement Rollovers and more. Ryan Gee has 2 emails on RocketReach.
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