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Tully McCoy Location
Prairie Village, KS, US
Tully McCoy Work
President and CEO @ (August 2021 - Present)
Director, Private Wealth Advisor @ (January 2019 - August 2021)
Vice President, Private Client Advisor Team Leader @ (January 2017 - December 2018)
Manager of Practice Management Resources @ (January 2011 - December 2017)
Wealth Manager @ (January 2007 - December 2011)
Wealth Manager @ (January 2003 - December 2005)
Tully McCoy Education
The University of Kansas School of Business
M.B.A. (Business)
2005-2007
The University of Kansas
Bachelor of Arts - BA (English Language and Literature, General)
1994-1998
Tully McCoy Skills
Strategic Financial Planning
Project Management
Financial Services
Technical Writing
Performance Management
Leadership
Alternative Investments
Portfolio Management
Commerce
Quality Control
Investments
Strategic Financial
Practice Management
Capital
Finance
Strategic Planning
Financial Analysis
Retirement Planning
Wealth Management
Mutual Funds
Tully McCoy Summary
Tully McCoy, based in Prairie Village, KS, US, is currently a President and CEO at Great Plains Trust Company. Tully McCoy brings experience from previous roles at BMO Wealth Management - U.S., Commerce Bank, Mariner Wealth Advisors and Legacy Financial Strategies, LLC. Tully McCoy holds a 2005 - 2007 M.B.A. in Business @ The University of Kansas School of Business. With a robust skill set that includes Strategic Financial Planning, Project Management, Financial Services, Technical Writing, Performance Management and more. Tully McCoy has 1 mobile phone numbers on RocketReach.
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