Creative Financial Partners
Creative Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Creative Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Creative Financial Partners Salaries. You can even request information on how much does Creative Financial Partners pay if you want to. Learn about salaries, pros and cons of working for Creative Financial Partners directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
16 Creative Financial Partners employees in database. Find out everything there's to know about Creative Financial Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Creative Financial Partners Employees
Employee
Years
Job
Industry
Sophia Lu Sophia Lu's Creative Financial Partners Experience June 2013 - August 2013
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
PwC June 2014 - August 2014
Creative Financial Partners June 2013 - August 2013
EndoChoice June 2012 - August 2012
Skills
Microsoft Office, Piano, Violin, Python, Data Analysis, Chinese, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Mandarin, Microsoft Word
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Piano Performance
PwC September 2015 - Present
PwC June 2014 - August 2014
Creative Financial Partners June 2013 - August 2013
EndoChoice June 2012 - August 2012
Skills
Microsoft Office, Piano, Violin, Python, Data Analysis, Chinese, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Mandarin, Microsoft Word
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Piano Performance
Andy McIntire, CIMA® Andy McIntire, CIMA®'s Creative Financial Partners Experience 2005 - October 2006
Job RVP at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC October 2006 - Present
Creative Financial Partners 2005 - October 2006
Tempe Christian School September 2003 - May 2005
Skills
Series 7, Series 63, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, 401k, Wealth Management, Investments, Insurance, Life Insurance, Securities, Alternative Investments
Education
Arizona State University
Bachelors, Business, Education
National American University
Pre Law
Jackson National Life Distributors LLC October 2006 - Present
Creative Financial Partners 2005 - October 2006
Tempe Christian School September 2003 - May 2005
Skills
Series 7, Series 63, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, 401k, Wealth Management, Investments, Insurance, Life Insurance, Securities, Alternative Investments
Education
Arizona State University
Bachelors, Business, Education
National American University
Pre Law
Jeff Coil Jeff Coil's Creative Financial Partners Experience April 2011 - August 2013
Job Marketing Ninja
Industry Marketing and Advertising
Experience
Ninja Marketing Solutions November 2011 - Present
River Country Chamber of Commerce of Newaygo County January 2010 - Present
Creative Financial Partners April 2011 - August 2013
Ameritas Investment Corp. April 2011 - August 2013
VantagePointe Financial October 2008 - April 2011
ING Financial Partners April 2007 - December 2008
Graybar Electric 2000 - 2008
Skills
Annuities, Long Term Care, IRA's, Disability Insurance, Roth IRA, Mutual Funds, Insurance, Key Person Insurance, 401k, Savings, Retirement Planning, Retirement, Term Life Insurance, SEP, Group Benefits, Wealth Accumulation, Critical Illness, Universal Life, Whole Life, Profit Sharing, Defined Benefit, Annuity, Rollovers, Mortgage Protection, Fixed Annuities, Deferred Compensation, Wealth Management, Income Protection, Marketing Strategy, Direct Marketing, Email Marketing, Email Marketing Software
Education
Ferris State University 1970 — 1973
Ninja Marketing Solutions November 2011 - Present
River Country Chamber of Commerce of Newaygo County January 2010 - Present
Creative Financial Partners April 2011 - August 2013
Ameritas Investment Corp. April 2011 - August 2013
VantagePointe Financial October 2008 - April 2011
ING Financial Partners April 2007 - December 2008
Graybar Electric 2000 - 2008
Skills
Annuities, Long Term Care, IRA's, Disability Insurance, Roth IRA, Mutual Funds, Insurance, Key Person Insurance, 401k, Savings, Retirement Planning, Retirement, Term Life Insurance, SEP, Group Benefits, Wealth Accumulation, Critical Illness, Universal Life, Whole Life, Profit Sharing, Defined Benefit, Annuity, Rollovers, Mortgage Protection, Fixed Annuities, Deferred Compensation, Wealth Management, Income Protection, Marketing Strategy, Direct Marketing, Email Marketing, Email Marketing Software
Education
Ferris State University 1970 — 1973
Daniel London Daniel London's Creative Financial Partners Experience March 2009 - Present
Job Registered Principal at Creative Financial Partners
Industry Investment Management
Experience
Creative Financial Partners March 2009 - Present
Wachovia Securities Financial Network June 2006 - March 2009
First NLC December 2005 - August 2006
Ameriquest Mortgage Company January 2005 - December 2005
Interface LLC Chemical Management October 2001 - October 2004
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science, Management
Roswell High School 1992 — 1996
Diploma
Creative Financial Partners March 2009 - Present
Wachovia Securities Financial Network June 2006 - March 2009
First NLC December 2005 - August 2006
Ameriquest Mortgage Company January 2005 - December 2005
Interface LLC Chemical Management October 2001 - October 2004
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science, Management
Roswell High School 1992 — 1996
Diploma
Ryan Mustain's Creative Financial Partners Experience April 2009 - December 2010
Job Strategy Analyst at Dollar Tree Stores
Industry Retail
Experience
Dollar Tree Stores June 2011 - Present
Emory University August 2009 - May 2011
Creative Financial Partners April 2009 - December 2010
Skills
Budget, Microsoft Excel, PowerPoint, Business Strategy, Strategic Analysis, Strategic Thinking, Strategic Planning, Financial Analysis, Business Intelligence, Business Objects, Analysis, Strategy, Strategic Initiatives, Budgets, Leadership Development, Cross-functional Team...
Education
Emory University - Goizueta Business School 2007 — 2011
B.B.A., Consulting (Strategic & Analytical)
Dollar Tree Stores June 2011 - Present
Emory University August 2009 - May 2011
Creative Financial Partners April 2009 - December 2010
Skills
Budget, Microsoft Excel, PowerPoint, Business Strategy, Strategic Analysis, Strategic Thinking, Strategic Planning, Financial Analysis, Business Intelligence, Business Objects, Analysis, Strategy, Strategic Initiatives, Budgets, Leadership Development, Cross-functional Team...
Education
Emory University - Goizueta Business School 2007 — 2011
B.B.A., Consulting (Strategic & Analytical)
John W Risner John W Risner's Creative Financial Partners Experience March 2009 - October 2011
Job Business Development at Dave Ramsey
Industry Financial Services
Experience
Dave Ramsey January 2014 - Present
Internal Wholesaler Nashville October 2011 - December 2013
Creative Financial Partners March 2009 - October 2011
Edward Jones May 2007 - April 2009
Wells Fargo December 2005 - December 2007
Skills
Investments, Retirement, Microsoft Office, Retirement Planning, Hiring, Insurance, Marketing, Sales, Customer Service, 401k, Mutual Funds, Finance, Life Insurance, Fixed Annuities, Financial Advisory, Series 63
Education
Bowling Green State University 2001 — 2005
Business, Marketing
Dave Ramsey January 2014 - Present
Internal Wholesaler Nashville October 2011 - December 2013
Creative Financial Partners March 2009 - October 2011
Edward Jones May 2007 - April 2009
Wells Fargo December 2005 - December 2007
Skills
Investments, Retirement, Microsoft Office, Retirement Planning, Hiring, Insurance, Marketing, Sales, Customer Service, 401k, Mutual Funds, Finance, Life Insurance, Fixed Annuities, Financial Advisory, Series 63
Education
Bowling Green State University 2001 — 2005
Business, Marketing
Gustavo Linde Gustavo Linde's Creative Financial Partners Experience September 2013 - October 2013
Job Goizueta Business School of Emory University Graduate
Industry Marketing and Advertising
Experience
Kimberly-Clark May 2014 - August 2014
Spectacled Marketer October 2013 - May 2014
Creative Financial Partners September 2013 - October 2013
Creative Financial Partners May 2013 - August 2013
Marketing Club of Oxford College of Emory University January 2012 - January 2013
Flint Hill Elementary October 2011 - January 2013
AmeriCorps October 2011 - January 2013
SF-7x LLC September 2012 - December 2012
Oxford College of Emory University January 2012 - December 2012
Skills
Microsoft Word, Microsotf Excel
Education
Emory University - Goizueta Business School 2013 — 2015
Kimberly-Clark May 2014 - August 2014
Spectacled Marketer October 2013 - May 2014
Creative Financial Partners September 2013 - October 2013
Creative Financial Partners May 2013 - August 2013
Marketing Club of Oxford College of Emory University January 2012 - January 2013
Flint Hill Elementary October 2011 - January 2013
AmeriCorps October 2011 - January 2013
SF-7x LLC September 2012 - December 2012
Oxford College of Emory University January 2012 - December 2012
Skills
Microsoft Word, Microsotf Excel
Education
Emory University - Goizueta Business School 2013 — 2015
Shawn Shepard Shawn Shepard's Creative Financial Partners Experience August 2011 - Present
Job Office Manager
Industry Marketing and Advertising
Experience
Creative Financial Partners August 2011 - Present
C.L.A.S.S Leasing January 2014 - August 2014
Georgia State University June 2010 - July 2011
Bass Pro Shops July 2005 - January 2011
Bass Pro Shops July 2005 - January 2010
Georgia State University July 2005 - January 2010
Black Executives September 2007 - May 2009
Skills
Event Planning, Customer Service, Social Media, Public Relations, Public Speaking, Event Management, Social Networking, Marketing Strategy, Facebook, Marketing Communications, PowerPoint, Microsoft Office, Sales, Editing, Human Resources, Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Georgia State University, Robinson College of Business 2007 — 2011
Bachelors of Business Administration, Marketing
Creative Financial Partners August 2011 - Present
C.L.A.S.S Leasing January 2014 - August 2014
Georgia State University June 2010 - July 2011
Bass Pro Shops July 2005 - January 2011
Bass Pro Shops July 2005 - January 2010
Georgia State University July 2005 - January 2010
Black Executives September 2007 - May 2009
Skills
Event Planning, Customer Service, Social Media, Public Relations, Public Speaking, Event Management, Social Networking, Marketing Strategy, Facebook, Marketing Communications, PowerPoint, Microsoft Office, Sales, Editing, Human Resources, Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Georgia State University, Robinson College of Business 2007 — 2011
Bachelors of Business Administration, Marketing
Nicholas Papanikolopoulos Nicholas Papanikolopoulos's Creative Financial Partners Experience February 2013 - May 2013
Job Student at Georgia State University J. Mack Robinson College of Business
Industry Accounting
Experience
Smith & Howard January 2014 - April 2015
Creative Financial Partners February 2013 - May 2013
Skills
Accounting, Financial Accounting, Financial Reporting, QuickBooks, Tax, Auditing, Microsoft Excel, Bookkeeping, Financial Analysis, Income Tax, Microsoft Word, Tax Preparation, Accounts Payable, Microsoft Office, PowerPoint, Data Analysis, Spreadsheets, Leadership, Event Planning, Access, Teamwork, Nonprofits, Tax Accounting, Data Entry, Outlook, Public Speaking
Education
Georgia State University - J. Mack Robinson College of Business 2015 — 2016
MTax, Taxation
Oglethorpe University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Clemson University 2010 — 2011
Accounting
Smith & Howard January 2014 - April 2015
Creative Financial Partners February 2013 - May 2013
Skills
Accounting, Financial Accounting, Financial Reporting, QuickBooks, Tax, Auditing, Microsoft Excel, Bookkeeping, Financial Analysis, Income Tax, Microsoft Word, Tax Preparation, Accounts Payable, Microsoft Office, PowerPoint, Data Analysis, Spreadsheets, Leadership, Event Planning, Access, Teamwork, Nonprofits, Tax Accounting, Data Entry, Outlook, Public Speaking
Education
Georgia State University - J. Mack Robinson College of Business 2015 — 2016
MTax, Taxation
Oglethorpe University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Clemson University 2010 — 2011
Accounting
John Savarino's Creative Financial Partners Experience August 2015 - Present
Job Operations Director at Creative Financial Partners
Industry Financial Services
Experience
Creative Financial Partners August 2015 - Present
Skills
Insurance, Sales, Health Insurance, Customer Service, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Management, Public Relations, Marketing, Leadership, Microsoft Office, Team Building, Training, Homeowners, Retirement Planning, Microsoft Word, Entrepreneurship, Process Improvement, Business Process..., Internal Process...
Education
Illinois State University 2012 — 2014
Business Administration
Creative Financial Partners August 2015 - Present
Skills
Insurance, Sales, Health Insurance, Customer Service, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Management, Public Relations, Marketing, Leadership, Microsoft Office, Team Building, Training, Homeowners, Retirement Planning, Microsoft Word, Entrepreneurship, Process Improvement, Business Process..., Internal Process...
Education
Illinois State University 2012 — 2014
Business Administration
Ken Widdel Ken Widdel's Creative Financial Partners Experience February 2005 - Present
Job I specialize in nonqualified asset planning by creating the most taxeffecient accumulation and distribution plan.
Industry Financial Services
Experience
Creative Financial Partners February 2005 - Present
New England Financial December 1999 - February 2005
Savage and Associates December 1990 - December 1999
Century Companies of America / Lutheran Mutual Life October 1976 - December 1990
Skills
Long Term Care, Fixed Annuities, Retirement Planning, Estate Planning, *Mutual Funds, Disability Income..., Term Life Insurance, Permanent Life Insurance, *Variable Annuities, 401k, IRAs, Small Business
Education
Bowling Green State University 1974 — 1978
B.S., Business Education
Perrysburg High School 1970 — 1974
Creative Financial Partners February 2005 - Present
New England Financial December 1999 - February 2005
Savage and Associates December 1990 - December 1999
Century Companies of America / Lutheran Mutual Life October 1976 - December 1990
Skills
Long Term Care, Fixed Annuities, Retirement Planning, Estate Planning, *Mutual Funds, Disability Income..., Term Life Insurance, Permanent Life Insurance, *Variable Annuities, 401k, IRAs, Small Business
Education
Bowling Green State University 1974 — 1978
B.S., Business Education
Perrysburg High School 1970 — 1974
Abhi Reddy's Creative Financial Partners Experience May 2012 - August 2012
Job Engineer at Daspoint
Industry Telecommunications
Experience
Daspoint December 2013 - Present
UPS June 2013 - December 2013
Creative Financial Partners May 2012 - August 2012
Dr. Reddy's Laboratories May 2011 - August 2011
Georgia Institute of Technology November 2010 - August 2011
Georgia Tech Research Institute August 2009 - December 2010
University of West Georgia January 2009 - May 2009
Scott Evans Nissan August 2008 - December 2008
Skills
Product Management, Product Development, Business Process..., Production Process..., Customer Service, Leadership, Microsoft Excel, SPSS, MySQL, Tableau, Automotive Products, Entrepreneurship, Public Speaking, Innovation Development, Automotive Design, Computer Hardware, PowerPoint, Microsoft Office, Time Management, Visual Basic, Car Audio, Access Database, PHP
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2015 — 2016
Bachelor of Science (BS), Technological Entrepreneurship and Management
Georgia Institute of Technology 2009 — 2014
Bachelor of Science (BS), Business Administration
University of West Georgia 2007 — 2009
Joint Enrollment
Brookwood High School 2005 — 2009
Daspoint December 2013 - Present
UPS June 2013 - December 2013
Creative Financial Partners May 2012 - August 2012
Dr. Reddy's Laboratories May 2011 - August 2011
Georgia Institute of Technology November 2010 - August 2011
Georgia Tech Research Institute August 2009 - December 2010
University of West Georgia January 2009 - May 2009
Scott Evans Nissan August 2008 - December 2008
Skills
Product Management, Product Development, Business Process..., Production Process..., Customer Service, Leadership, Microsoft Excel, SPSS, MySQL, Tableau, Automotive Products, Entrepreneurship, Public Speaking, Innovation Development, Automotive Design, Computer Hardware, PowerPoint, Microsoft Office, Time Management, Visual Basic, Car Audio, Access Database, PHP
Education
Ira A. Fulton Schools of Engineering at Arizona State University 2015 — 2016
Bachelor of Science (BS), Technological Entrepreneurship and Management
Georgia Institute of Technology 2009 — 2014
Bachelor of Science (BS), Business Administration
University of West Georgia 2007 — 2009
Joint Enrollment
Brookwood High School 2005 — 2009
Amish Patel, MBA's Creative Financial Partners Experience August 2007 - August 2010
Job Account Executive Pacific NW at Dell SecureWorks
Industry Information Technology and Services
Experience
Dell SecureWorks October 2014 - Present
Dell SecureWorks March 2013 - October 2014
PointClear August 2010 - February 2013
Creative Financial Partners August 2007 - August 2010
Ameriprise Financial August 2005 - June 2007
Skills
Insurance, Financial Analysis, Excel, PowerPoint, Business Development, Finance, Sales Process, Leadership, Risk Management, Employee Benefits, Budgets, Sales, Account Management, Analysis, Business Analysis, New Business Development, Forecasting, Salesforce.com, Business Strategy, Lead Generation, Microsoft Excel, SaaS, Marketing Strategy, Strategy, CRM, Sales Management, B2B, Strategic Partnerships, Marketing
Education
Georgia State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Risk Management
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Dell SecureWorks October 2014 - Present
Dell SecureWorks March 2013 - October 2014
PointClear August 2010 - February 2013
Creative Financial Partners August 2007 - August 2010
Ameriprise Financial August 2005 - June 2007
Skills
Insurance, Financial Analysis, Excel, PowerPoint, Business Development, Finance, Sales Process, Leadership, Risk Management, Employee Benefits, Budgets, Sales, Account Management, Analysis, Business Analysis, New Business Development, Forecasting, Salesforce.com, Business Strategy, Lead Generation, Microsoft Excel, SaaS, Marketing Strategy, Strategy, CRM, Sales Management, B2B, Strategic Partnerships, Marketing
Education
Georgia State University 2011 — 2012
Master of Business Administration (M.B.A.), Finance and Risk Management
University of Florida 2001 — 2005
Bachelor of Science (B.S.), Finance
Jerry Levin's Creative Financial Partners Experience 2008 - 2010
Job Massage Therapist at Westgate Professional Massage
Industry Health, Wellness and Fitness
Experience
Westgate Professional Massage Therapy April 1997 - Present
Center for Conscious Living September 2005 - Present
Creative Financial Partners 2008 - 2010
Bayer, Papay & Steiner 2006 - 2010
Mercy College 2004 - 2009
Center for Conscious Living 2003 - 2009
Mercy College of Northwest Ohio 2003 - 2008
Challenge Day 2000 - 2003
Medical College of Ohio July 1968 - September 1997
Ann Lumbrezer, RN, LMT 1997 - 1997
Skills
Healing, Meditation, Myofascial Release, Therapeutic Massage, Holistic Health, Swedish, Energy Work, Bodywork, Public Speaking, Stress, Neuromuscular Therapy, Life Coaching, Medical Massage, Training, Event Planning, Stress Management, Personal Development, Healing Touch, Clinical Research, Wellness, Healthcare, Emotional Intelligence, Marketing, Teaching, Wellbeing, Wellness Coaching, Relaxation, Reiki, Pain Management, Lifestyle Coaching, Therapists, NLP, Mindfulness, Energy Healing, Alternative Medicine, Deep Tissue Massage, Chronic Illness, Lifestyle
Education
NW Academy of Massotherapy 1995 — 1997
Diploma, Massage Therapy
University of Michigan 1961 — 1966
PhD, Pharmacology
University of the Sciences in Philadelphia 1957 — 1961
BSc, Pharmacy
Journey workshops
Westgate Professional Massage Therapy April 1997 - Present
Center for Conscious Living September 2005 - Present
Creative Financial Partners 2008 - 2010
Bayer, Papay & Steiner 2006 - 2010
Mercy College 2004 - 2009
Center for Conscious Living 2003 - 2009
Mercy College of Northwest Ohio 2003 - 2008
Challenge Day 2000 - 2003
Medical College of Ohio July 1968 - September 1997
Ann Lumbrezer, RN, LMT 1997 - 1997
Skills
Healing, Meditation, Myofascial Release, Therapeutic Massage, Holistic Health, Swedish, Energy Work, Bodywork, Public Speaking, Stress, Neuromuscular Therapy, Life Coaching, Medical Massage, Training, Event Planning, Stress Management, Personal Development, Healing Touch, Clinical Research, Wellness, Healthcare, Emotional Intelligence, Marketing, Teaching, Wellbeing, Wellness Coaching, Relaxation, Reiki, Pain Management, Lifestyle Coaching, Therapists, NLP, Mindfulness, Energy Healing, Alternative Medicine, Deep Tissue Massage, Chronic Illness, Lifestyle
Education
NW Academy of Massotherapy 1995 — 1997
Diploma, Massage Therapy
University of Michigan 1961 — 1966
PhD, Pharmacology
University of the Sciences in Philadelphia 1957 — 1961
BSc, Pharmacy
Journey workshops
Brian Weston's Creative Financial Partners Experience February 2010 - April 2010
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
UBS Investment Bank July 2011 - July 2014
The Coca-Cola Company June 2010 - June 2011
Creative Financial Partners February 2010 - April 2010
Kaplan October 2007 - April 2010
Education
Emory University 2006 — 2010
J.P. Morgan July 2014 - Present
UBS Investment Bank July 2011 - July 2014
The Coca-Cola Company June 2010 - June 2011
Creative Financial Partners February 2010 - April 2010
Kaplan October 2007 - April 2010
Education
Emory University 2006 — 2010