Jesika Cole
About Jesika Cole
Jesika Cole serves as the Operations Manager and Team Lead at Creative Planning, a position she has held since 2022. Previously, she worked at Wipfli Financial Advisors for seven years and has a Bachelor of Fine Arts degree from Oklahoma City University.
Work at Creative Planning
Jesika Cole has been employed at Creative Planning since 2022, where she holds the position of Operations Manager and Team Lead. In this role, she oversees various operational functions and leads a team to ensure efficient processes within the organization. Her responsibilities include managing workflows, optimizing team performance, and contributing to the overall strategic goals of the company.
Previous Experience at Wipfli Financial Advisors
Prior to her current role, Jesika Cole worked at Wipfli Financial Advisors from 2015 to 2022 as a Client Service professional. During her seven years in this position, she developed skills in client relations and service delivery, contributing to the firm's commitment to client satisfaction. Her experience in this role provided her with a strong foundation in financial advisory services.
Background at United BioSource Corporation
Jesika Cole served as the Executive Directors Administrative Assistant at United BioSource Corporation from 2013 to 2015. In this capacity, she supported executive leadership by managing administrative tasks and facilitating communication within the organization. This role enhanced her organizational skills and provided her with valuable experience in a corporate environment.
Education and Expertise
Jesika Cole earned a Bachelor of Fine Arts (BFA) degree from Oklahoma City University, where she studied dance. This educational background has equipped her with a unique perspective and skill set that she applies in her professional roles. Her expertise in the arts may contribute to her creative problem-solving abilities in operations management.