Victoria Harding
About Victoria Harding
Victoria Harding is an Operations Manager at Creative Planning Inc., where she has worked since 2016. With a strong background in customer service and administrative roles, she has played a key role in enhancing operational processes and coordinating wealth management services.
Work at Creative Planning
Victoria Harding has served as Operations Manager at Creative Planning Inc. since 2016. In this role, she has focused on streamlining operational processes, which has significantly contributed to the firm's capacity to manage over $38 billion in assets. Her responsibilities include overseeing the coordination of complex wealth management services, ensuring efficient delivery of tax and estate planning solutions that are essential to the firm's operations.
Previous Experience at V Wealth Management LLC
Prior to her current position, Victoria Harding worked at V Wealth Management LLC as a Customer Service Representative from 2013 to 2016. During her three years in this role, she developed strong customer service skills that have been beneficial in her subsequent management position. Her experience in this capacity helped her understand client needs and improve service delivery.
Previous Experience at AXA Advisors
Victoria Harding began her career at AXA Advisors, where she worked as an Administrative Assistant from 2008 to 2013. Over the course of five years, she gained valuable experience in administrative tasks that laid the foundation for her future roles in customer service and operations management. This early experience contributed to her understanding of the operational aspects of wealth management.
Education and Expertise
Victoria Harding possesses a strong background in customer service and administrative roles, which enhances her operational management capabilities in the wealth management sector. Her expertise includes coordinating complex wealth management services, particularly in tax and estate planning, which are critical components of Creative Planning's offerings. This knowledge supports her effectiveness in managing operations and improving service efficiency.