Mindy Marburger
Partner, Team Lead/Sr. Consultant
- Role
- Partner, Team Lead Sr Consultant at Creative Planning Retirement Services
- Location
- Trabuco Canyon, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Mindy Marburger
Client service-oriented financial professional. Strong interpersonal skills, technical…
Experience
Partner, Team Lead Sr Consultant
Creative Planning Retirement Services
Jan 2022 — Present · Orange County, CA, US
Skills
- Technical Training
- Retirement
- Client Retention
- Training
- Client Engagement
- Training Skills
- Event Management
- Defined Benefit
- Social Media
- Communication
- 401k
- Series 7
- Strategic Planning
- Highly Communicative
- Highly Adaptable
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