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
About Rebecca Yinko
Experienced Managing Partner, Director of Sales and Business Development with a…
Experience
Professional Services Business Manager
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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