Karly Neufeld
Operations Specialist at Creativeone Securities
Based in United States
7-day free trial · no credit card
Seniority
Staff
Department
Operations
Location
United States
Industry
Investment Management
Company size
24
Contact information
Reveal Karly's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
k•••••••@creativeonesecurities.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Karly Neufeld
Financial Services & Operations Support: Interned with Farm Bureau Financial Services, learning the basics of the insurance industry, client servicing, and appointment coordination. Currently, I am gaining extensive experience in financial operations and portfolio management at CreativeOne Advisors Group, where I assist with onboarding, portfolio changes, and commission reporting- Leadership & Team Collaboration: As a Student Assistant for Washburn Women's Basketball, I assist with media content creation, event planning, and community service initiatives. Additionally, I am leading a team as the Sponsorship Coordinator for Aleshire Center for Leadership & Community Engagement, where I manage sponsorships and community donations-Brenneman Series Scholarship Program: Developed financial strategies by allocating a fund between Washburn University and Shawnee County. This experience taught me about strategic financial planning, investment decisions, and balancing social impact with financial return- Athletic and Academic Excellence: A student-athlete at Washburn University, I have a strong record in basketball and track. I maintain a 3.95 GPA, am a member of the Beta Gamma Sigma International Honor Society, and earned recognition on the President’s Honor Roll and Dean's List- Entrepreneurship and Business Ownership: Founded Faithful Designs, a successful handmade jewelry business that operated from 7th grade through high school. Managed all aspects of the business, including product design, sales, marketing, and customer relations. Won the Douglas County Entrepreneurship Competition and competed at the state level, earning over in awards- Marketing & Fashion Expertise: As a Boutique Stylist & Marketing Assistant at The Sticks Boutique, I developed brand content for social media and ecommerce platforms, styling clients and increasing engagement with the brand- Personal: I grew up in a small town of Baldwin City, Kansas on a small ranch showing livestock in 4-H, playing sports, traveling, and going to the lake! I am a middle child of 3 girls! I have a passion for helping people and would love to reside in a rural community someday.
Decision-makers
Other people at Creativeone Securities
- SGStaff
Shanon Grundland
Investment Advisor Representative · Finance & Accounting
- JLManager
Joe Lauritsen
Advisory Billing Manager · Finance & Accounting
- GMManager
Grant Meres
Hybrid Wholesaler · Sales & Business Development
- PJStaff
Paige Jones
Executive Assistant · General Business & Management
- JEOther
Jeff Eisenhauer
President-cco-coo · Other
Build a list of verified contacts at Creativeone Securities
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Karly
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime