Verified recordFinancial Services

Samira Johnson

Planning Advisor - Wealth Manager at Rally Wealth And Benefits

Based in Kansas City, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Kansas City

Industry

Financial Services

Company size

8

Contact information

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Email

1 credit

s•••••••@rallywb.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Samira Johnson

With over twenty four years in the financial services industry, my tenure at CreativeOne Wealth and Kendra Scott has honed my expertise in customer experience and service operations. As a Senior Advisor Services Specialist, I leverage my Series 7 certification to ensure service quality excellence. My mission aligns seamlessly with CreativeOne Wealth's dedication to exceptional client service. By integrating robust customer service operations strategies, I contribute to a team that values innovation and results, bringing diverse perspectives to elevate the organization's service standards and client satisfaction.

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