MacKenzie Roach

MacKenzie Roach

Independent Broker Agent | CreativeOne

Role
Independent Broker Agent at CreativeOne
Location
Kansas City, MO, US
LinkedIn followers
500 followers

About MacKenzie Roach

Our team at CreativeOne thrives on building robust client relationships, leveraging my skills in and expertise in Customer Relationship Management. We specialize in crafting personalized financial strategies that align with our clients\' aspirations, ensuring their peace of mind for the future.At Synergy Wealth Solutions, our focus was on delivering comprehensive insurance solutions, where I utilized my communication skills to translate complex financial concepts into actionable plans. Our approach was always client-centric, aiming to secure their financial well-being while fostering long-term partnerships.

Experience

  1. Independent Broker Agent

    CreativeOne

    Mar 2022 — Present · US

Education

  • Rockhurst University

    Master of Business Administration - MBA, Business Administration and Management, General

  • Benedictine College

    Bachelor of Arts - BA, Marketing

    2015 — 2019

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