Rebecca Yinko

Business Manager for Creative Planning Business Services

Role
Professional Services Business Manager at Creative Planning
Location
Madison, WI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Rebecca Yinko

Experienced Managing Partner, Director of Sales and Business Development with a…

Experience

  1. Professional Services Business Manager

    Creative Planning

    Jul 2023 — Present

    Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

Education

  • University of Wisconsin-Madison

    BA

Skills

  • Process Improvement
  • Management
  • Team Building
  • Business Development
  • Human Resources
  • Coaching
  • Cold Calling
  • Vendor Management
  • Marketing
  • Payroll Processing
  • Benefits Administration
  • Salesforce.com
  • Applicant Tracking Systems
  • Employee Relations
  • Budgets
  • Sales Process
  • Hris
  • Sales Management
  • Leadership
  • Personnel Management
  • Account Management
  • Customer Service
  • Human Resource Management
  • Payroll
  • Training
  • New Business Development
  • Sales
  • Recruiting
  • Customer Loyalty Management

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Rebecca Yinko — Professional Services Business Manager at Creative Planning in Madison, WI, US | Unifers