Jody Mandl
About Jody Mandl
Jody Mandl is a Senior Operations Manager currently employed at Creative Planning, where she has worked since 2023. She has a diverse background in operations and relationship management, having previously held positions at Creative Planning, Tax Favored Benefits, Inc., and Hy-Vee, Inc.
Current Role as Senior Operations Manager
Jody Mandl currently serves as a Senior Operations Manager at Creative Planning. This position has been held since 2023. In this role, Mandl is responsible for overseeing operational processes and ensuring efficiency within the organization. The transition to this senior role follows a two-year tenure as Operations Manager at the same company.
Previous Experience at Creative Planning
Prior to becoming Senior Operations Manager, Jody Mandl worked at Creative Planning as an Operations Manager from 2021 to 2023. During this time, Mandl focused on improving operational workflows and enhancing service delivery within the organization.
Experience at Tax Favored Benefits, Inc.
Jody Mandl has extensive experience at Tax Favored Benefits, Inc., where various roles were held from 2015 to 2021. Mandl started as Director of First Impressions for one year, then transitioned to Plan Document and Conversion Specialist for three years, and finally served as Relationship Manager for two years. This progression reflects a commitment to client relations and operational management.
Early Career at Hy-Vee, Inc.
Before entering the financial services sector, Jody Mandl worked at Hy-Vee, Inc. as an Assistant Manager from 2009 to 2015. This six-year role involved managing store operations and providing customer service, laying a foundation for future management positions.
Educational Background
Jody Mandl completed high school education at Lee's Summit High School from 2006 to 2010. This foundational education provided the basis for further career development and professional growth.