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Patty Jurgeson


ERISA Compliance Analyst at Creative Planning
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Patty Jurgeson's Contact Information

Email (work) ********* lockton.com
LinkedIn URL linkedin.com/in/patcen on-b6sor
Tel. (Company) +1 866-273-XXXX
Company Creative Planning
Residence United States, Kansas, Overland Park
Last updated 2024-05-15
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Patty Jurgeson's current details

Current Title
ERISA Compliance Analyst
Type of Role
Compliance Officer
 just 0.1% from United States work as a Compliance Officer
Job functions
Business Development, Legal and Quality Assurance
Job Seniority
Non Management
  74% from United States are employed in Non Management
Current Industry
Financial Serviccen soredcen sor edcensored censoredc
Location
United States, Kansas, Overland Park
Experience (tracked since 1987)
▪ c ens oredce experience at Creative Planning
▪ ce nsore experience as ERISA Compliance Analyst
  92% more than average experience as Compliance Officer in United States
Work-life tracked since 1987
Patty Jurgeson had a total of X different roles since 1987


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Company "Creative Planning"

Company name
Creative Planning
Company size
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Year Founded
1983
Website
https://creativeplanning.com
Linkedin Profile
https://linkedin.com/company/creacen nning-sor
Industrial Field
Financial Services, Banking, and Investment Solutions
Headquarter
United States, Ohio, Columbus
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Creative Planning

Patty Jurgeson's Work History
data available since 1987

  • 2024 (a few months)
    Creative Planning
    United States
    ERISA Compliance Analyst
    Financial Services, Banking, and Investment Solutions
    Creative Planning
    https://linkedin.com/company/creative-planning-inc-
  • 20XX (a fce nsored)
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    https://linkedin.com/company/creacen nning-sor
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    https://linkedin.com/company/loccen ompansor
  • 20XX (15c ensor)
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    https://linkedin.com/company/jpmcen nchasor
  • 20XX (15c ensor)
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  • 19XX (7+ censo)
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    https://linkedin.com/company/americen y-invessor
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    https://linkedin.com/company/libcen ospisor
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Patty Jurgeson's Professional Experience


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Patty Jurgeson's Education

  • 19XX - 19XX - University of Miscensoredcens ored
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Frequently asked questions

What company does Patty Jurgeson work for?
Patty Jurgeson is working for Creative Planning
What is Patty Jurgeson's title at Creative Planning?
Patty's title is , ERISA Compliance Analyst
What is Patty Jurgeson's Seniority at Creative Planning?
Patty Jurgeson has been with Creative Planning for a few months and is a normal employee
For how long is Patty Jurgeson working as a ERISA Compliance Analyst?
Patty Jurgeson has 7+ years experience as ERISA Compliance Analyst.
What are Patty Jurgeson's functions as a ERISA Compliance Analyst ?
Patty Jurgeson is responsible for Business Development, Qcensor edcensored censo
What is Patty Jurgeson's company phone number?
Patty Jurgeson's company phone number is +1 866-273-****
What is Patty Jurgeson's email contact?
Patty Jurgeson's email address is *********@lockton.com
Which education does Patty Jurgeson have?
Patty Jurgeson has a Secondary-post degree from Ucensoredc en soredcensoredce nsor.

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