BlueCreek Investment Partners

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BlueCreek Investment Partners Employees

Employee
Years
Job
Industry
John Christensen, JD, CFP® John Christensen, JD, CFP® Kansas City, Missouri Area Details
John Christensen, JD, CFP®'s BlueCreek Investment Partners Experience April 2011 - Present
Job Financial Advisor at BlueCreek Investment Partners
Industry Financial Services
Experience
BlueCreek Investment Partners   April 2011 - Present
Enterprise Bank & Trust  September 2007 - April 2011
National Advisors Trust Company FSB  2005 - 2007
Newton O'connor Turner & Ketchum   2004 - 2005
Party Perfect  1998 - 2003
Bill Barrett   1996 - 1996

Skills
Retirement Planning, Estate Planning, Financial Planning, Asset Management, Risk Management, Leadership, Management, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Investments, Retirement, Financial Planners

Education
University of Tulsa College of Law   2003 — 2005
Juris Doctor, Certificate in Entrepreneurial Law

Hastings College   1994 — 1998
BA, Business Admin and Economics

Shane Mulqueen Shane Mulqueen Auburn, Alabama Details
Shane Mulqueen's BlueCreek Investment Partners Experience May 2012 - March 2014
Job Student at Auburn University
Industry Research
Experience
Auburn Student Investment Fund   May 2015 - Present
UDA Technologies  April 2014 - August 2014
BlueCreek Investment Partners   May 2012 - March 2014

Skills
R, Python, C, Java, Bloomberg Terminal, Matlab, VBA, Social Media, Customer Relations, Leadership, Data Modeling, Analytics

Education
Auburn University   2011 — 2016
Bachelor of Science (B.S.), Business Administration, Finance

Auburn University

James Lindberg James Lindberg Huntsville, Alabama Details
James Lindberg's BlueCreek Investment Partners Experience October 2011 - Present
Job Investment Controller at BlueCreek Investment Partners
Industry Financial Services
Experience
BlueCreek Investment Partners   October 2011 - Present
Janus Capital Group  September 2010 - December 2011
Janus Capital Group  September 2009 - September 2010
Janus Capital Group  August 2007 - September 2009
United States Marine Corps  July 1998 - July 2006

Skills
Visual Basic, Financial Analysis, Equities, Investments, Analysis, Accounting, Securities, Trading, Mutual Funds, Portfolio Management, Budgets, Derivatives, Auditing, Financial Reporting, Account Reconciliation

Education
University of Alabama in Huntsville   2003 — 2007
Bachelor's, Finance

Thomas O'Connor, CFP® Thomas O'Connor, CFP® Huntsville, Alabama Area Details
Thomas O'Connor, CFP®'s BlueCreek Investment Partners Experience August 2011 - Present
Job Financial Advisor at BlueCreek Investment Partners
Industry Insurance
Experience
BlueCreek Investment Partners   August 2011 - Present
J. Smith Lanier & Co.   June 2009 - September 2011
Northwestern Mutual  May 2008 - August 2008

Skills
Strategic Financial..., Retirement Planning, Investments, 401k, College Savings Plans

Education
Auburn University
Bachelor of Science, College of Business

Sarah Tipping Sarah Tipping Leawood, Kansas Details
Sarah Tipping's BlueCreek Investment Partners Experience February 2014 - Present
Job Client Relationship Manager at Keel Point, LLC
Industry Financial Services
Experience
BlueCreek Investment Partners   February 2014 - Present
BlueCreek Investment Partners   2014 - 2015
Ottawa University  June 2011 - February 2014
Ottawa University  September 2010 - June 2011
Ottawa University  July 2009 - September 2010
Waddell & Reed, Inc   November 2005 - December 2008
Overland Solutions, Inc  April 2003 - November 2005

Skills
Recruiting, Training, Interviews, Leadership, Human Resources, Management, Coaching, Marketing, Sales, Admissions, Enrollment Management, Start-ups, Networking, Student Financial Aid, Cold Calling, Building Relationships, Sales Operations, Curriculum Design, Hiring, Higher Education, Sourcing, Academic Advising, Adult Education, Conflict Resolution, Instructional Design, Leadership Development, Public Speaking, Staff Development, Student Affairs

Education
Ottawa University   2010 — 2013
MBA, Leadership

The William Allen White School of Journalism (University of Kansas)   2000 — 2002
BS, Strategic Communications

University of Kansas   1998 — 2002
BA, English

Abigail Samson Abigail Samson Huntsville, Alabama Details
Abigail Samson's BlueCreek Investment Partners Experience June 2014 - August 2014
Job Brand Strategy Intern at Public Broadcasting Service
Industry
Experience
Public Broadcasting Service  June 2015 - Present
BlueCreek Investment Partners   June 2014 - August 2014
Women in Science, Technology, Engineering, and Mathematics (WISTEM)   September 2012 - August 2013
Dynetics Engineering Explorer Post 3.14   October 2011 - November 2012
NASA  June 2012 - August 2012

Skills
Leadership, Public Speaking

Education
University of Pennsylvania - The Wharton School   2013 — 2017
Marketing, Strategic Management

Kyle Findlay, CFP Kyle Findlay, CFP Huntsville, Alabama Area Details
Kyle Findlay, CFP's BlueCreek Investment Partners Experience November 2007 - Present
Job Certified Financial Planner at BlueCreek Investment Partners
Industry Investment Management
Experience
BlueCreek Investment Partners   November 2007 - Present
First Financial Group  2004 - 2007

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Investment Strategies, Estate Planning, Mutual Funds, ETFs, Equities

Education
University of Alabama   2003 — 2004
Master's degree, Finance

University of Alabama, Manderson Graduate School of Business   2000 — 2004
Bachelor of Science (B.S.), Quantitative Finance

Holly Villasi, CFP® Holly Villasi, CFP® Kansas City, Missouri Area Details
Holly Villasi, CFP®'s BlueCreek Investment Partners Experience May 2011 - May 2015
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc.  May 2015 - Present
BlueCreek Investment Partners   May 2011 - May 2015

Skills
Retirement Planning, Personal Financial..., Wealth Management..., Life Transitions, Leadership, Educational Seminars, OSJ Manager

Education
University of Missouri-Kansas City
Certificate in Financial Planning

University of Missouri-Kansas City
Bachelor of Music, Piano Performance

Lisa Wiseman Lisa Wiseman Huntsville, Alabama Area Details
Lisa Wiseman's BlueCreek Investment Partners Experience May 2015 - Present
Job Financial Advisor at BlueCreek Investment Partners
Industry Financial Services
Experience
BlueCreek Investment Partners   May 2015 - Present
Morgan Stanley Smith Barney  April 2005 - April 2015
Merrill Lynch  July 1995 - April 2005

Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Investment Advisory, Series 63, Asset Allocation, Series 65, Saving for Education, Mutual Funds, Investment Strategies, 529 Plans, Alternative Investments, Municipal Bonds, Strategic Financial...

Education
Auburn University   1989 — 1991
BS, Finance

Auburn University   1989 — 1991
Bachelor of Science (B.S.), Finance, General

Aisha Mahmood Aisha Mahmood Tuscaloosa, Alabama Details
Aisha Mahmood's BlueCreek Investment Partners Experience June 2009 - August 2009
Job Law Fellow at the University of Alabama Office of Counsel
Industry Law Practice
Experience
U.S. Commission on International Religious Freedom   June 2013 - August 2013
The University of Alabama School of Law  May 2012 - August 2012
U.S. Department of State   January 2011 - May 2011
The Blackburn Institute   January 2010 - May 2010
BlueCreek Investment Partners   June 2009 - August 2009

Skills
Legal Research, Legal Writing, Journalism, Editing, Public International Law, Public Policy, Foreign Policy, Foreign Relations, First Amendment, Human Rights, Multi Tasking, Photoshop

Education
The University of Alabama School of Law   2011 — 2014
Juris Doctor (J.D.)

University of Alabama   2007 — 2010
Bachelor's Degree, Journalism, Political Science, Summa Cum Laude