Peggy Roach
Senior Operations Manager at Creative Planning, Inc.
- Role
- Operations Manager at Creative Planning
- Location
- Olathe, KS, US
- LinkedIn followers
- 500 followers
Experience
Operations Manager
Nov 2020 — Present · Overland Park, KS, US
Peggy Roach is an Operations Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate services. Creative Planning manages over $50 billion in assets as of October 2020 for clients in all 50 states.
Education
University of South Carolina
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
1995 — 1997
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