Creative Financial Strategies

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Creative Financial Strategies Employees

Employee
Years
Job
Industry
Lindsey Hart Smith Lindsey Hart Smith Tulsa, Oklahoma Details
Lindsey Hart Smith's Creative Financial Strategies Experience 2006 - 2008
Job Senior Wealth Advisor at Mariner Wealth Advisors
Industry Investment Management
Experience
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

William H. Phillips, CFP®, CRPC® William H. Phillips, CFP®, CRPC® Columbia, South Carolina Details
William H. Phillips, CFP®, CRPC®'s Creative Financial Strategies Experience July 2000 - Present
Job Executive Vice President at Creative Financial Strategies
Industry Financial Services
Experience
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)

Brian Sloop Brian Sloop Columbia, South Carolina Details
Brian Sloop's Creative Financial Strategies Experience April 2011 - Present
Job Vice President at Creative Financial Strategies
Industry Financial Services
Experience
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

Don Pope Don Pope Camden, South Carolina Details
Don Pope's Creative Financial Strategies Experience July 2008 - November 2011
Job Wealth Advisor at Tenet Wealth Management
Industry Financial Services
Experience
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

Donald Irwin Donald Irwin Charlotte, North Carolina Area Details
Donald Irwin's Creative Financial Strategies Experience
Job
Industry Financial Services
Experience
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

Doug Bridges, CFP® Doug Bridges, CFP® Asheville, North Carolina Area Details
Doug Bridges, CFP®'s Creative Financial Strategies Experience 2001 - 2003
Job Financial Planning Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
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

Max Deane Max Deane Tulsa, Oklahoma Details
Max Deane's Creative Financial Strategies Experience May 2010 - August 2010
Job Student at University of Tulsa College of Law
Industry Legal Services
Experience
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

Chris Burnette Chris Burnette Columbia, South Carolina Details
Chris Burnette's Creative Financial Strategies Experience 2009 - September 2014
Job Assistant Vice President of Resource Development at United Way of the Midlands
Industry Nonprofit Organization Management
Experience
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

Deas Pope Deas Pope Charlotte, North Carolina Area Details
Deas Pope's Creative Financial Strategies Experience May 2009 - August 2009
Job Associate Sourcing Specialist Pharmacy
Industry Hospital & Health Care
Experience
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

Don Pope Don Pope Columbia, South Carolina Area Details
Don Pope's Creative Financial Strategies Experience August 2008 - Present
Job Financial Advisor at Creative Financial Strategies
Industry Financial Services
Experience
Creative Financial Strategies   August 2008 - Present
AchieveGlobal  June 1983 - January 2008

Education
The Citadel   1969 — 1973
BS, Business Administration