Creative Financial Strategies
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11 Creative Financial Strategies employees in database. Find out everything there's to know about Creative Financial Strategies 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 Strategies Employees
Mariner Wealth Advisors March 2014 - Present
JPMorgan Chase 2010 - 2014
Don P. Quint & Associates 2008 - 2010
Creative Financial Strategies 2006 - 2008
Skills
Wealth Management...
Education
Oklahoma State University
Master's Degree, Family Financial Planning, 4.0
Oklahoma State University
Bachelor's Degree, Marketing, 3.97
Creative Financial Strategies July 2000 - Present
Creative Financial Strategies July 2000 - Present
Prudential Financial October 1983 - July 2000
Skills
Chartered Retirement..., Certified Financial..., Wealth Management, Finance, Series 7, Investment Advisory, Investments, Mutual Funds, Securities, Insurance, Retirement, Strategic Financial..., Financial Services, Retirement Planning
Education
College for Financial Planning
Master of Science (MS), Financial Planning
Georgia State University
Bachelor of Business Administration (BBA)
Creative Financial Strategies April 2011 - Present
Lincoln Financial Securities January 2010 - Present
State Farm April 2004 - October 2009
State Farm August 2002 - April 2004
Prudential Securities, Inc. June 1998 - August 2002
Merrill Lynch September 1994 - June 1998
Skills
Strategic Financial..., Wealth Management, Estate Planning, Retirement Planning, Financial Advisory, Financial Services, Investments, Securities, Insurance, Series 7, Fixed Annuities, Life Insurance, Mutual Funds, Long-term Care, IRAs, 401k
Education
University of South Carolina-Columbia 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
Furman University 1987 — 1991
Bachelor of Arts (B.A.), Business Administration
Tenet Wealth Management November 2011 - Present
Creative Financial Strategies July 2008 - November 2011
AchieveGlobal June 1993 - 2008
Skills
Leadership Development, Coaching, Team Building, Strategic Planning, Organizational..., Sales Management, Executive Coaching, Sales Process, Sales, Leadership, Performance Management, New Business Development, Management Consulting, Business Planning, Insurance, Sales Operations, Marketing, Management, Recruiting, Direct Sales, Start-ups, Analysis, Strategy, Cross-functional Team..., CRM, Entrepreneurship, Forecasting, Executive Management, Selling, Business Development, Training, Operations Management, Team Leadership, Account Management, Change Management, Business Strategy, Risk Management, Contract Negotiation, Budgets, Process Improvement
Education
The Citadel
BS, Business Administration
Creative Financial Strategies
Skills
Financial Planning, Retirement Planning, Retirement Income..., Financial Advisory, Investment Advisory, Investments, Wealth Management, Life Insurance, Series 7, Series 66, Strategic Financial..., Estate Planning, Financial Analysis, Accounting, Asset Allocation, Mutual Funds, Long Term Care Insurance, Social Security Planning, Disability Insurance, College Education...
Education
UNC Chapel Hill
Bachelor's Degree, Business Administration/Accounting
VALIC 2006 - Present
First Command Financial Planning 2004 - 2006
Merrill Lynch 2003 - 2004
Creative Financial Strategies 2001 - 2003
Angels Baseball 1998 - 2000
Skills
Strategic Financial..., Retirement Planning, Wealth Management
Education
Embry-Riddle Aeronautical University 1997 — 2001
BA, Aviation Management
ATPE July 2012 - June 2014
Office of U.S. Representative Silvestre Reyes September 2011 - December 2012
Vista Hill Country Club May 2008 - July 2011
Office of the Attorney General May 2010 - August 2010
Creative Financial Strategies May 2010 - August 2010
Office of Texas State Representative Pat Haggerty June 2008 - January 2009
Skills
Speech Writing, Creative Problem Solving, Team Leadership, Public Speaking, Public Policy, Government Relations, Local Government, Community Outreach, Public Education
Education
University of Tulsa College of Law 2015 — 2017
Juris Doctor (J.D.), Law
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
United Way of the Midlands September 2014 - Present
Creative Financial Strategies 2009 - September 2014
Morgan Stanley 2005 - 2009
Edward Jones 2002 - 2005
Brainworks Software 2001 - 2002
Service Merchandise March 1995 - January 2001
Service Merchandise May 1991 - March 1995
Circuit City June 1989 - May 1991
Skills
Leadership, Account Management, Fundraising Campaign..., Public Speaking, Philanthropy, Volunteer Management, Volunteer Recruiting, Training & Development, Training Delivery, Sales Management, Management, Fundraising, Non-profit Leadership, Event Planning, Financial Analysis, Volunteer Training, Strategic Planning, Sales, Training, Customer Service, Team Building, Marketing, Sales Operations, Nonprofits, Community Outreach, Wealth Management, Financial Services, Estate Planning, Investments, Retirement Planning, Securities, Strategic Financial..., Insurance, Finance, Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Portfolio Management, Mutual Funds, Life Insurance, Asset Protection, Risk Management, Employee Benefits, Series 7, Series 63, Asset Management, Financial Planning
Education
University of South Carolina-Columbia
BS, Retail Management
Premier, Inc September 2014 - Present
Premier, Inc. June 2012 - September 2014
Premier, Inc. December 2011 - June 2012
Fisher and Phillips, LLP Attorneys at Law May 2010 - December 2011
Creative Financial Strategies May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Teamwork, Time Management, Marketing, Data Analysis, Leadership, Process Improvement, PowerPoint, Training, Microsoft Word, Outlook, Public Speaking, Organizing
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science, Marketing, Management, Human Resources
Creative Financial Strategies August 2008 - Present
AchieveGlobal June 1983 - January 2008
Education
The Citadel 1969 — 1973
BS, Business Administration