If you searched Superstar Sourcing for Director of Business Development - Financial Services (with 3 additional requirements) on December 21, 2025 you'd find 358 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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B**** C****

Executive Director, Workplace Wealth Solutions - Sales

Kansas City, Missouri, United States 30 years 6 months

This candidate is an excellent match, holding executive director/director roles focused on sales and retirement plan solutions within major financial services firms for over 30 years. Exec Dir, UBS → Dir at BAML → SVP at Wells Fargo, 30+ years in DCIO/Retirement Plan Sales. Excellent.

LinkedIn Email Phone

Work Experience

Bank of America Merrill Lynch
Vice-President, 401(k) Sales · 10 years 1 month
Wells Fargo
Senior Vice President - DCIO Sales · 3 years
Bank of America Merrill Lynch
Director, Divisional Sales Manager, Retirement Plan Sales · 7 years 2 months
UBS
Executive Director, Workplace Wealth Solutions- Sales · 3 years 4 months
+ 2 more positions

Qualification Criteria 6 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

communications legal sales director retirement financial services business transactions sales manager
100%

B*** R****

The Eagle has landed!

Kansas City, Missouri, United States 27 years

Excellent fit - this senior director focuses heavily on retirement plan sales and business growth in the financial services industry located in Kansas City. Sr Dir Retirement Plans → VP Sales/Marketing, 27 years exp, Kansas City. Excellent.

LinkedIn Email Phone

Work Experience

Undisclosed TPA/Recordkeeper Firm
VP Sales, Service & Marketing
Waddell & Reed
Executive Director of Retirement Plan Sales, Training and Consulting · 20 years 3 months
Retirement LLC
Vice President - Retirement Plan Sales/Marketing · 4 years 6 months
Definiti LLC
Regional Sales Consultant · 6 months
+ 1 more positions

Qualification Criteria 6 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

sales marketing consulting director retirement research finra design training sales training
95%

D** R****

Partner / Director, Corporate Retirement Plans at Creative Planning

Leawood, Kansas, United States 25 years

Excellent match as a Director overseeing Corporate Retirement Plans with substantial tenure in financial/pension consulting. Ex-CIGNA Retirement & Investment Services → Creative Planning Inc. (Director, Corporate Retirement Plans). Strong.

LinkedIn Email Phone

Work Experience

CIGNA Retirement & Investment Services
Communications Consultant · 7 years 5 months
Creative Planning Inc.
Key Account Manager · 11 years 11 months
Creative Planning Inc.
Director, Corporate Retirement Plans · 5 years 10 months

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

creative planning management retirement consulting tax administration charities director communications wealth management investment management +5 more
95%

G*** G****

Director of New Business Development at Retirement Solutions Group

Olathe, Kansas, United States 18 years

This candidate holds the exact director title focused on new business development within a likely financial services context (Retirement Solutions Group) and has long tenure locally. Director of New Business Development (13+ yrs) → Owner, KU/Rockhurst. Excellent.

LinkedIn Email Phone

Work Experience

Aristocrat Builders LLC
Owner · 4 years 3 months
Retirement Solutions Group
Director of New Business Development · 13 years 10 months

Qualification Criteria 6 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

new business development business development director
90%

D** S****

VP Business Development & Distribution at Vanbridge, an EPIC company

Leawood, Kansas, United States 25 years 9 months

Strong alignment with Business Development leadership, financial services, significant experience, and retirement planning mentioned in skills/experience, all within the area. VP Business Development → VP Life Insurance Expert → Sales VP → Sales VP, Rockhurst BA, LUTCF. Strong.

LinkedIn Email Phone

Work Experience

Highland Capital Brokerage
Sale Vice President · 8 years 11 months
Trumark Wholesale Insurance Services, Inc.
Sales Vice President · 2 years 7 months
Mercury Financial Group
Sales Vice President · 8 years 7 months
Vanbridge, an EPIC company
VP Life Insurance Expert · 5 years 10 months

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

design insurance sales planning retirement analysis cell life insurance estate planning succession planning
90%

E*** A****

Head of Business Development

Shawnee, Kansas, United States 30 years 8 months

Excellent match as the current title is Head of Business Development within the life & annuity sector of financial services, exceeding the experience requirement. Munich Re → Converge US (Head of BD in Life/Annuity). Strong.

LinkedIn Email Phone

Work Experience

Aplifi Inc.
Director of National Accounts Life & Annuity - Carrier/Distributor Technology · 1 year 11 months
Ebix
Director of Sales - Life & Annuity · 2 years 3 months
Quest Diagnostics
Senior Product Manager - Imaging Solutions · 6 years 3 months
Converge US
Head of Business Development
+ 4 more positions

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

insurance reinsurance leadership digital sales operations innovation marketing analytics expenses capital efficiency +8 more
85%

R** M****

Using my wealth of financial services experience to help your bank and your business find the best solutions

Blue Springs, Missouri, United States 22 years 10 months

Strong candidate with extensive financial services experience, including roles implying business development, though the most recent mention is 'Retired'. VP Commercial Lending → Senior Management at Financial Services Industry → SVP Regional Manager. Strong.

LinkedIn Email Phone

Work Experience

PCBB
Senior Vice President, Regional Manager - Midwest · 5 years 2 months
Financial Services Industry
Executive Managment, Senior Management, Senior Relationship Manager, Sales Manager · less than a year
Self-employed
Retired
Fifth Third Bank
Vice President · 6 years 10 months
+ 3 more positions

Qualification Criteria 3 met, 2 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

banking ach settlement investments consulting hedging commercial retail profitability liability coaching management +8 more
85%

C**** H****

People Connector, Relationship Maker, Retirement Industry Disrupter, Mom to two amazing daughters!

Kansas City, Missouri, United States 26 years 5 months

This candidate has deep experience (26+ years) in financial services, explicit 'director' roles in the retirement space, and current focus on strategic partnerships (a facet of BD), making this a very strong alignment with the retirement planning need. Various roles culminating in VP at Am Century → Regional Director → National Account Manager focusing on 401k partnerships. Strong.

LinkedIn Email Phone

Work Experience

Build Asset Management
Regional Director · 1 year 3 months
Human Interest
Financial Partnerships at Human Interest · 4 years 1 month
American Century Investments
Vice President · 16 years 11 months
Human Interest
National Account - Broker Dealer · 11 months
+ 2 more positions

Qualification Criteria 4 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

partnerships 401k director retirement strategic partnerships financial services
85%

D**** H****

Board Member at YMCA Foundation Board

Leawood, Kansas, United States 43 years 10 months

Strong overlap in financial services, deep experience (43+ years), and directly mentions retirement plan consulting and business development, though tenure in the VP, BD role is short (1.5 yrs). Owner/Founder → Board Member/Speaker → VP, BD at Creative Planning, 43 yrs exp. Strong.

LinkedIn Email Phone

Work Experience

Creative Planning, Inc.
Vice President, Business Development · 1 year 6 months
Family Wealth Counselors LLC
Owner/Manager · 30 years 11 months
Family Wealth Counselors LLC
Owner · 30 years 10 months
Creative Planning Inc.
Founder and President · 22 years 1 month
+ 3 more positions

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

creative management planning retirement consulting tax wealth management investment management financial planning tax planning estate planning business development +2 more
85%

M**** C****

Sales Elevation - Empower

Kansas City, Missouri, United States 17 years 1 month

Excellent fit regarding industry, experience length, location, and explicit experience as a Retirement Specialist within Financial Services, indicating a strong operational match for the subject area, though the title isn't BD Director. Empower roles focus more on training/coaching/operations rather than pure BD. Senior Coach/Trainer at Empower → Enablement Coach → Trainer → Senior Retirement Rep. Maybe.

LinkedIn Email Phone

Work Experience

Digital Ally Inc.
Sales and Marketing Executive Assistant · 5 months
Empower
Trainer - Retirement Solutions Group · 2 years 1 month
Empower
Senior Coach/Trainer - Government & Taft-Hartley Markets · 1 year 6 months
Empower
Operations - Cash Receipt/ Money In · 1 year 5 months
+ 6 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

retirement planning microsoft word sales finance trainer government marketing operations server financial services +4 more
85%

T**** D****

Vice President, National Accounts Client Relationship Management at American Century Investments

Kansas City, Missouri, United States 35 years 10 months

Excellent industry tenure with explicit recent experience in Business Development within retirement plan services. VP Client Relationship Mgmt (11 yr) → VP Client Advisor (21 yr) → VP Business Development at JPMorgan (2 yr) at JPMorgan. Strong.

LinkedIn Email Phone

Work Experience

JP Morgan
Vice President, Business Development JPMorgan · 2 years
JPMorgan
Vice President, Client Advisor · 21 years 11 months
JPMorgan Retirement Plan Services
VP, Consultant Relations · 3 years
American Century Investments
Vice President, Client Relationship Management · 11 years 2 months

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

client relationship management management relationship management business development
85%

T** S****

Managing Director

Lenexa, Kansas, United States 34 years 9 months

Excellent match for focus on retirement planning and deep experience in financial services, holding a Director level role, though the specific title is Managing Director/Relationship Manager vs. BD Director. Managing Director at EMPOWER Retirement (11+ yrs) → VP at JPMorgan. Experience: 34+ yrs. Director of Business Development: partial, Managing Director role is high-level, focus explicit on retirement plans. Financial services industry: yes. 10+ years experience: yes. Retirement planning: yes, explicit focus on retirement plan sponsors. Business development: partial, relationship management in this context often includes growth/BD functions. Location: yes.

LinkedIn Email Phone

Work Experience

EMPOWER Retirement
Managing Director · 11 years 1 month
JPMorgan
Vice President · 23 years 8 months
UMB Bank
Vice President · 3 years

Qualification Criteria 4 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

retirement design compliance security planning director financial services retirement planning
85%

M**** K****

Relationship Manager at Newport Group

Kansas City, Missouri, United States 26 years

Strong experience in retirement services and a relationship manager role overlaps well with business development, although the title isn't explicitly 'Director'. Client services in retirement → 26 years total, heavy time at Empower Retirement. Strong.

LinkedIn Email Phone

Work Experience

Newport Group
Relationship Manager · 8 years 5 months
Empower Retirement
Client Services Manager · 17 years 9 months

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

client services
85%

B**** W****

Senior Vice President at BOK Financial

Kansas City, Missouri, United States 23 years 10 months

This SVP has extensive banking and sales experience, showing strong business development potential within financial services, though the exact title 'Director of BD' isn't specified for the whole career. Sunflower Bank → BOK Financial (SVP managing complex relationships/sales) → UMB Bank. Strong.

LinkedIn Email Phone

Work Experience

FCS Financial
SVP, Managing Director, Agribusiness
Sunflower Bank, N.A.
Regional President - Kansas City
Platte Valley Bank of Missouri
Senior Vice President · 1 year 10 months
UMB Bank
Senior Vice President · 8 years
+ 3 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

sales director agribusiness analysis pricing negotiations closings commercial banking less responsible dealers +8 more
85%

K*** H****

Senior Vice President, Financial Advisor at Morgan Stanley

Kansas City, Missouri, United States 18 years 6 months

Highly relevant experience focused specifically on retirement planning and financial advising at a major firm, meeting experience and location requirements, but the title is SVP/Financial Advisor, not Director of Business Development. Ex-Rockhurst University (education) → Morgan Stanley (since 2007). Strong.

LinkedIn Email Phone

Work Experience

Morgan Stanley Wealth Management
Senior Vice President, Financial Advisor · 18 years 6 months

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

retirement planning administration coaching security strategy compensation registration html retirement planning business administration
85%

J**** H****

CEO, Managing Director at Westward Investment Advisory

Kansas City, Missouri, United States 13 years 10 months

This candidate is a CEO/Managing Director in Investment Advisory (Financial Services), explicitly lists 'sales' and 'director' skills, and their specialty includes 'Retirement Plan Services,' making them a very strong fit despite title nuance. Westward CEO/MD → Breitenbach Managing Member (13 yrs exp). Strong.

LinkedIn Email Phone

Work Experience

Breitenbach Institutional Advisory
Managing Member · 13 years
Westward Investment Advisory
CEO, Managing Director · 10 years

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

management sales sourcing capital consulting investments retirement director wealth management relationship management investment advisory capital markets +1 more
85%

S**** L****

Director of ERISA Oversight at Prime Capital Retirement

Overland Park, Kansas, United States 26 years 1 month

Excellent fit for the retirement planning niche and holds a Director title within financial services, including strong compliance/oversight experience closely tied to the industry, though the title isn't pure BD. Director of ERISA Oversight → Senior Manager at retirement services, 26yrs exp. Strong.

LinkedIn Email Phone

Work Experience

Pentegra Retirement Services
Senior Manager · 6 years 8 months
Prime Capital Retirement
Director of ERISA Oversight · 19 years 6 months

Qualification Criteria 4 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

director erisa capital training documentation testing regulations retirement valuation defined benefit
85%

J*** L***

Owner at BlueSky Financial Management

Leawood, Kansas, United States 31 years 10 months

This individual has extensive experience in financial management and ownership in the KC area, suggesting strong business development capabilities, though the exact title isn't a match. Owner at BlueSky Financial Management (7 yrs) → VP at American Century (24 yrs). Strong.

LinkedIn Email Phone

Work Experience

BlueSky Financial Management
Owner · 7 years 1 month
American Century Investments
Vice President · 24 years 10 months

Qualification Criteria 5 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

financial management investment advisory military management llc legal
85%

J** B****

Senior relationship management & sales leader

Prairie Village, Kansas, United States 34 years 9 months

Excellent match on the title (Business Development Director) and industry (Financial Services) combined with significant sales leadership, though retirement planning is not explicitly confirmed, the scope is highly relevant. BBBS Business Development Director (current/mid) → VP Sales at CO-OP Financial Services (12.2yr), Director level, 34yr total exp. Strong.

LinkedIn Email Phone

Work Experience

Big Brothers Big Sisters Kansas City
Business Development Director
First Data Corporation
Manager, New Business Development · 2 years 10 months
American Century Investments
Director, Business Development · 1 year 1 month
Hallmark Loyalty Marketing Group (a division of Hallmark Cards)
Vice President, Business Development · 4 years 1 month
+ 4 more positions

Qualification Criteria 5 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

sales management director operations software banking insurance retirement responsible marketing processing driving +8 more
85%

J**** S****

CERTIFIED FINANCIAL PLANNER™ at Signature Retirement Group

Overland Park, Kansas, United States 12 years 4 months

Strong experience in retirement planning and financial planning, with 12+ years experience, though explicitly titled CFP/Wealth Manager, not Director of BD. Career: Smith Moore (3yr) → Signature Retirement Group (7yr +). Strong.

LinkedIn Email Phone

Work Experience

Smith Moore
Wealth Management Associate · 2 years 11 months
Signature Retirement Group
Certified Financial Planner · 7 years 3 months
Smith Moore
Wealth Management Intern · 4 months
Signature Retirement Group
Certified Financial Planner | Wealth Manager · 7 years 3 months
+ 1 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

retirement management segmentation projects analysis reporting reports advertising commodities purchase gold silver +7 more
85%

B**** H****

Senior Wealth Advisor at Mariner Wealth Advisors

Kansas City, Missouri, United States 31 years 3 months

Excellent match with strong stated experience in Business Development within financial sales/consulting, deep experience, and local presence, missing only the exact Director title. Advisor Mariner Wealth → 20+ years experience in sales/planning, explicitly listing Business Development as a specialty. Strong.

LinkedIn Email Phone

Work Experience

Montage Investments
Practice Management Consultant - Digital Strategies - Betterment Institutional · 1 year 3 months
Mariner
Senior Wealth Advisor · 10 years
Frontier Wealth Management, LLC
Financial Advisor - CERTIFIED FINANCIAL PLANNER™ Practitioner · 1 year 5 months
Securities America, Inc. Member FINRA/SIPC
Registered Representative/Investment Advisor Representative · 13 years 9 months
+ 2 more positions

Qualification Criteria 4 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

certified financial planner sales planning consulting design research analysis modeling education selling risk mitigation +8 more
85%

L*** C****

Senior Regional Director at NexPoint Securities, Inc.

Kansas City, Missouri, United States 20 years 1 month

This candidate is a Director level professional in financial services with strong sales/consultative experience, 20+ years tenure, and has Chartered Retirement Counselor certification, located correctly, although the current title is Senior Regional Director instead of pure BD. Spent 18+ years as Regional Director/VP in wholesale/sales + 9 years leading sales at MS. Strong.

LinkedIn Email Phone

Work Experience

Black Creek Group
Regional Director/Vice President · 8 years 10 months
Transamerica
Wholesaler · 1 year 3 months
Janus Capital
Senior Client Consultant · 1 year 1 month
Jackson National
Senior Internal Wholesaler · 3 years
+ 3 more positions

Qualification Criteria 5 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

selling investments annuities sales securities finance retirement director producer consultative selling alternative investments mutual funds +3 more
85%

E*** J****

Partner / Wealth Manager at Creative Planning LLC

Lees Summit, Missouri, United States 20 years 4 months

Strong background as Partner/Wealth Manager dealing heavily with financial planning and retirement consulting, though title isn't exact BD Director. 20 years total experience. Ex-Stepp & Rothwell → Creative Planning Partner. Strong.

LinkedIn Email Phone

Work Experience

Creative Planning
Partner / Private Wealth Manager at Creative Planning LLC · 3 years 9 months
Stepp & Rothwell, Inc.
Principal Advisor/Director of Financial Planning · 11 years 10 months
Creative Planning Inc.
Private Wealth Manager · 8 years 8 months

Qualification Criteria 3 met

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

creative planning management retirement consulting tax llc director wealth management investment management financial planning tax planning +3 more
85%

R**** T****

Market Leader at Invesco US

Prairie Village, Kansas, United States 17 years 6 months

Strong alignment in experience level and location, though target role differs slightly from current 'Market Leader' title. Invesco US (17 yrs) → Edward Jones, CFP. Strong.

LinkedIn Email Phone

Work Experience

Invesco US
Internal Wholesaler · 4 years 4 months
Invesco US
Senior Advisor Consultant · 10 years 7 months
Invesco US
Market Leader · 10 years 7 months
Invesco US
VP, Senior Advisor Consultant · 10 years 7 months
+ 1 more positions

Qualification Criteria 3 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development
85%

A**** B****

Vice President - BOK Financial | Business Development | Relationship Management | Centurions Apex Class of 2025

Overland Park, Kansas, United States 14 years 2 months

Strong recent experience in senior banking roles with explicit Business Development/Sales focus, sufficient tenure, and is geographically correct, though retirement planning is not explicit. BOK Financial (VP/SVP) → UMB Bank (Treasury Sales Specialist), 14 years total experience. Strong.

LinkedIn Email Phone

Work Experience

UMB Bank
Treasury Management Sales Specialist · 1 year 10 months
BOK Financial
Vice President
UMB Bank
Client Relationship Manager · 1 year 2 months
BOK Financial
Senior Vice President
+ 3 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

creative solutions treasury management international trade market research international logistics treasury services creative banking treasury management sales export +3 more
80%

A**** G****

Business Coach for Financial Advisors | Scaling Practices with Proven Strategies | 20+ Years in Financial Services | Certified Pareto Consultant We've cracked the code for consistent client introductions.

Leawood, Kansas, United States 20 years 2 months

This candidate has strong experience in consulting, strategy, and development within financial services, hitting tenure and location, but the title is consulting/coaching rather than direct BD Director. USA Financial → Pareto Systems → CreativeOne (Advisor Consulting/BD focus), 20 years experience, financial services, Location Kansas City area. Strong.

LinkedIn Email Phone

Work Experience

Pareto Systems
Certified Business Consultant · 7 years 1 month
The Advisor Protocol
Vice President of Advisor Consulting · 5 months
Creative Marketing International Corporation
Annuity Sales Development Manager · 3 years 3 months
USA Financial
Director of Advisor Consulting · 6 years 8 months
+ 1 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

director consulting sales training education insurance distribution marketing hosting webinars national accounts lead generation +1 more
80%

M*** H****

Army Veteran

Leavenworth, Kansas, United States 25 years 10 months

Strong financial services candidate with relationship management focus, although current title is Financial Advisor, implying direct client work rather than pure BD leadership. First Command Financial Advisor → Army Veteran, 25 years experience, heavy focus on financial planning/coaching. Strong.

LinkedIn Email Phone

Work Experience

Home
Retired - but looking · 1 year
US Army
Advanced Civil Schooling Student · 1 year 5 months
US Army Garrison, Schweinfurt
Provost Marshal · 1 year 5 months
501st MP Company
Platoon Leader · 1 year 8 months
+ 6 more positions

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

debt management financial risk air force financial services social media security adjustments responsible debt management insurance strategy +8 more
80%

J*** C****

Regional President, Kansas City and Texas

Kansas City, Missouri, United States 28 years 10 months

Very senior leader in financial services with extensive experience, but functional titles look more geared toward regional management/commercial banking than pure business development, though leadership implies BD oversight. Enterprise Bank & Trust (Regional President) → INTRUST Bank (SVP) → Carson Bank (SVP) → UMB Bank (SVP), 28+ years total experience. Strong.

LinkedIn Email Phone

Work Experience

UMB Bank
Sr. Vice President — Commercial Banking · 7 years
INTRUST Bank
Sr. Vice President — Commercial Banking · 5 years
Carson Bank
Various Roles · 3 years
Enterprise Bank & Trust
Regional President, Kansas City and Texas
+ 1 more positions

Qualification Criteria 3 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

commercial banking financial services commercial banking
80%

K**** S****

CERTIFIED FINANCIAL PLANNER® professional at Raymond James Financial Services, Inc. Member FINRA/SIPC

Lenexa, Kansas, United States 30 years 7 months

Excellent alignment on retirement planning expertise and long tenure in finance, though the title is specialist (CFP) rather than Director/BD, suggesting strong technical alignment. Career: Raymond James, CFP Professional, 24yr → A.G. Edwards & Sons, Investment Advisor. Strong.

LinkedIn Email Phone

Work Experience

A.G. Edwards & Sons, Inc.
Investment Advisor · 6 years 6 months
Raymond James Financial Services, Inc. member FINRA/SIPC
CERTIFIED FINANCIAL PLANNER® professional · 24 years 1 month

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

certified financial planner
80%

A*** C****

Retirement Plan Specialist, JP Morgan Retirement Plan Services

Leawood, Kansas, United States 14 years 1 month

Excellent match on retirement planning expertise and industry, good location, though the title is 'Specialist' rather than Director of BD. JPMorgan (12 yrs). Strong.

LinkedIn Email Phone

Work Experience

Sump Insurance, Inc.
Agent · 1 year 3 months
JPMorgan Chase
Retirement Plan Specialist · 12 years 10 months

Qualification Criteria 4 met, 1 not

Location
Retirement planning
10+ years experience
Business development
Financial services industry
Director of Business Development

Skills & Expertise

retirement
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