KF

Kaley Ferrick

Trust Revenue And Projects Manager at Creative Planning

Kaley Ferrick currently serves as the Trust Revenue and Projects Manager at Creative Planning, a company specializing in comprehensive wealth management services, since December 2022. Prior to this role, Kaley held the position of Trust Operations Officer at Creative Planning and worked at Jordan Park Trust Company from November 2020 to November 2022 as a Senior Analyst, and previously as an Analyst. Kaley's career began at Perspecta Trust as an Operations Associate before transitioning to various roles, including Accounts Receivable Specialist and Admissions Coordinator at American Renal Associates, and Teaching Assistant at Knowledge Universe. Kaley holds a Bachelor’s degree in Psychology from the University of Massachusetts Lowell and an Associate's degree in Elementary Education and Teaching from Northern Essex Community College.

Links

Previous companies

American Renal Associates logo

Org chart

This person is not in the org chart


Teams

This person is not in any teams