Jeff R.
About Jeff R.
Jeff R. is a Salesforce Solutions Manager at Creative Planning Inc., with a diverse background in software development and finance. He has over two decades of experience in various roles, including positions in the Army National Guard and multiple technology and finance companies.
Current Role at Creative Planning
Jeff R. serves as a Salesforce Solutions Manager at Creative Planning Inc. since 2019. In this role, he is responsible for managing Salesforce solutions to enhance business processes and improve client engagement. His position is based in Overland Park, Kansas, where he has contributed to the company's operational efficiency and technology integration.
Previous Experience in Finance and Technology
Jeff R. has a diverse background in finance and technology. He worked at UGA Finance as the Director of Finance Program Services from 2018 to 2019 and as a Web Applications Developer from 2014 to 2015. Additionally, he held positions at CenturyLink as a Senior Lead Analyst and Lead Software Developer, contributing to software development and analysis from 1999 to 2018.
Military Service Background
Jeff R. has a notable military background, serving in the US Army and Army National Guard. He was a Corporal and Light Wheel Mechanic from 1988 to 1995 and later served as a Sergeant in the Army National Guard from 1995 to 2001. His military experience has contributed to his skills in leadership and technical expertise.
Educational Qualifications
Jeff R. obtained a Bachelor of Arts in Management of Information Systems from Iowa State University - Ivy College of Business, studying from 1986 to 1999. He furthered his education by earning a Master's degree in Organizational Behavior from Avila University, completing his studies from 2007 to 2010. His educational background supports his roles in technology and management.