Michael Persell
- Role
- Partner Private Wealth Manager at Creative Planning at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Michael Persell
Creative Planning provides comprehensive wealth management services including…
Experience
Partner Private Wealth Manager at Creative Planning
Oct 2023 — Present
Skills
- Employee Learning & Development
- Crm
- Series 7
- Finance
- Process Improvement
- Asset Allocation
- Series 6
- Coaching
- Financial Planning
- Series 26
- Series 24
- Sales
- Certified Financial Planner
- Finra
- Strategic Financial Planning
- Sales Operations
- Mutual Funds
- Team Building
- Call Centers
- Employee Engagement
- Thought Leadership
- Fixed Income
- Change Management
- Capital Markets
- Financial Services
- Equities
- Series 63
- Wealth Management
- Salesforce.com
- Municipal Bonds
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