Creative Planning Financial Group
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Creative Planning Financial Group Employees
Employee
Years
Job
Industry
Stephanie Barroilhet, RHN Stephanie Barroilhet, RHN's Creative Planning Financial Group Experience December 2006 - Present
Job
Industry Insurance
Experience
Creative Planning Financial Group December 2006 - Present
Truestar Health November 2011 - Present
Stop All Traffic Tickets June 2002 - June 2004
Skills
Time Management, Customer Service, Teamwork, Event Planning, Holistic Health, Nutrition, Spanish, Reliability, Punctual, Microsoft Office, Attention To Detail, Efficiency Management, Cpr Certified, AED training, Administration, Blogging, Health, Social Media, Organizing, Excel, Scheduling, Customer Relations, Budgeting, Word, Outlook, Health Sciences, Coaching
Education
Ontario College of Homeopathic Medicine 2012 — 2015
Homeopathic Medicine & Health Sciences (D.H.M.H.S.)
Canadian School of Natural Nutrition 2009 — 2011
Diploma, Holistic Health, Nutrition
George Brown College 2002 — 2004
Business Administration Management, Business Administration and Management, General
Creative Planning Financial Group December 2006 - Present
Truestar Health November 2011 - Present
Stop All Traffic Tickets June 2002 - June 2004
Skills
Time Management, Customer Service, Teamwork, Event Planning, Holistic Health, Nutrition, Spanish, Reliability, Punctual, Microsoft Office, Attention To Detail, Efficiency Management, Cpr Certified, AED training, Administration, Blogging, Health, Social Media, Organizing, Excel, Scheduling, Customer Relations, Budgeting, Word, Outlook, Health Sciences, Coaching
Education
Ontario College of Homeopathic Medicine 2012 — 2015
Homeopathic Medicine & Health Sciences (D.H.M.H.S.)
Canadian School of Natural Nutrition 2009 — 2011
Diploma, Holistic Health, Nutrition
George Brown College 2002 — 2004
Business Administration Management, Business Administration and Management, General
Eric Pinchak Eric Pinchak's Creative Planning Financial Group Experience June 2012 - August 2012
Job Commercial Real Estate Consultant at Cresa Philadelphia
Industry Commercial Real Estate
Experience
Cresa January 2014 - Present
Creative Planning Financial Group June 2012 - August 2012
Arrow Swim Club May 2011 - August 2011
Skills
Real Estate, Customer Service, Commercial Real Estate, Tenant Representation, Time Management, Corporate Real Estate, Leases, Lease Negotiations, Transaction Management, Financial Analysis, Strategic Planning, Disposition, Team Leadership, Due Diligence, Sales, Marketing
Education
Temple University
Bachelor's Degree, Finance
Cresa January 2014 - Present
Creative Planning Financial Group June 2012 - August 2012
Arrow Swim Club May 2011 - August 2011
Skills
Real Estate, Customer Service, Commercial Real Estate, Tenant Representation, Time Management, Corporate Real Estate, Leases, Lease Negotiations, Transaction Management, Financial Analysis, Strategic Planning, Disposition, Team Leadership, Due Diligence, Sales, Marketing
Education
Temple University
Bachelor's Degree, Finance
Ryann Gentry's Creative Planning Financial Group Experience September 1997 - August 2001
Job Senior Sales Representative, Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals (formerly Tap) August 2001 - Present
Creative Planning Financial Group September 1997 - August 2001
Skills
Pharmaceutical Sales, Gastroenterology, Pharmaceutical Industry, Account Management, Sales Management, New Business Development, Strategic Planning, Marketing, Marketing Strategy, Team Building, Negotiation, Customer Service, Public Speaking, Event Planning, Advertising, Leadership Development, Endocrinology, Microsoft Word, Product Launch
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Takeda Pharmaceuticals (formerly Tap) August 2001 - Present
Creative Planning Financial Group September 1997 - August 2001
Skills
Pharmaceutical Sales, Gastroenterology, Pharmaceutical Industry, Account Management, Sales Management, New Business Development, Strategic Planning, Marketing, Marketing Strategy, Team Building, Negotiation, Customer Service, Public Speaking, Event Planning, Advertising, Leadership Development, Endocrinology, Microsoft Word, Product Launch
Education
University of Southern California 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Terry Scollin Terry Scollin's Creative Planning Financial Group Experience October 1997 - June 2001
Job Realtor at Keller Williams Real Estate Devon/Wayne
Industry Real Estate
Experience
Keller Williams Real Estate April 2007 - Present
Scollin Restoration LLC January 2004 - April 2007
Creative Planning Financial Group October 1997 - June 2001
Skills
Investments, Negotiation, Real Estate
Education
Saint Joseph's University 1993 — 1997
Bachelor's, Marketing, English
Bishop Guertin High School 1989 — 1993
Keller Williams Real Estate April 2007 - Present
Scollin Restoration LLC January 2004 - April 2007
Creative Planning Financial Group October 1997 - June 2001
Skills
Investments, Negotiation, Real Estate
Education
Saint Joseph's University 1993 — 1997
Bachelor's, Marketing, English
Bishop Guertin High School 1989 — 1993
Alison Forster, CFP® Alison Forster, CFP®'s Creative Planning Financial Group Experience July 2013 - January 2015
Job Financial Planning Associate at Scotiabank
Industry Financial Services
Experience
Scotiabank February 2015 - Present
Creative Planning Financial Group July 2013 - January 2015
Creative Planning Financial Group May 2012 - June 2013
PwC September 2009 - July 2011
Education
George Brown College 2011 — 2012
Financial Planning Certificate
Wilfrid Laurier University 2006 — 2010
Bachelor of Business Administration (BBA) - Co-op, Accounting
Leaside High School 2002 — 2006
Scotiabank February 2015 - Present
Creative Planning Financial Group July 2013 - January 2015
Creative Planning Financial Group May 2012 - June 2013
PwC September 2009 - July 2011
Education
George Brown College 2011 — 2012
Financial Planning Certificate
Wilfrid Laurier University 2006 — 2010
Bachelor of Business Administration (BBA) - Co-op, Accounting
Leaside High School 2002 — 2006
Aeran Gwon's Creative Planning Financial Group Experience May 2014 - June 2015
Job Sales Associate at The Try Canada
Industry Public Relations and Communications
Experience
Creative Planning Financial Group May 2014 - June 2015
The TRY Canada Inc. July 2014 - November 2014
University of Toronto, School of Continuing Studies January 2014 - April 2014
JM UV TECH October 2011 - March 2012
Illuminant Partners July 2008 - June 2009
Skills
Management, Marketing, Social Media, Public Relations, Translation, Market Research, Event Management, Editing, Strategic Communications, Marketing Research, Team Leadership, Teamwork, Marketing Communications, Microsoft Office, Microsoft Excel, Time Management, Event Planning, Customer Service, Research
Education
George Brown College 2012 — 2015
Advanced Diploma, Financial Planning and Services
Creative Planning Financial Group May 2014 - June 2015
The TRY Canada Inc. July 2014 - November 2014
University of Toronto, School of Continuing Studies January 2014 - April 2014
JM UV TECH October 2011 - March 2012
Illuminant Partners July 2008 - June 2009
Skills
Management, Marketing, Social Media, Public Relations, Translation, Market Research, Event Management, Editing, Strategic Communications, Marketing Research, Team Leadership, Teamwork, Marketing Communications, Microsoft Office, Microsoft Excel, Time Management, Event Planning, Customer Service, Research
Education
George Brown College 2012 — 2015
Advanced Diploma, Financial Planning and Services
Dean Toplis Dean Toplis's Creative Planning Financial Group Experience 2008 - 2009
Job Insurance Executive
Industry Financial Services
Experience
self-employed January 2012 - Present
AXA Assurances Inc. February 2009 - December 2011
Creative Planning Financial Group 2008 - 2009
EA Financial Services Inc. 2004 - 2008
RBC Life Insurance Company 1998 - 2003
Colonia Life Insurance Company 1990 - 1998
Royal Life Canada 1988 - 1990
Sun Life of Canada 1978 - 1988
Skills
Investments, Insurance, Coaching, Negotiation, Customer Relations, Strategic Planning, Business Strategy, Planning, New Business Development, Marketing Strategy, Change Management, Public Speaking, Marketing Communications, Performance Management, Mentoring, Financial Planning, Event Management, Organizational..., Start-ups, Sales Management, Team Leadership, Team Building, Product Development, CHS (Advocis), Canadian Securities..., Canadian Securities..., Term Life Insurance, Strategic Financial..., Brokers, Health Insurance, Customer Service, Leadership, Life Insurance, Marketing, Retirement Planning, Disability Insurance, Management, Underwriting, Risk Management, Critical Illness, Mutual Funds, Wealth Management, Employee Benefits, Retirement, Reinsurance, Fixed Annuities, Business Development, Long-term Care, Financial Services
Education
University of Toronto 1980 — 1984
MBA, Marketing
McGill University 1974 — 1978
BA (Hons.), History
self-employed January 2012 - Present
AXA Assurances Inc. February 2009 - December 2011
Creative Planning Financial Group 2008 - 2009
EA Financial Services Inc. 2004 - 2008
RBC Life Insurance Company 1998 - 2003
Colonia Life Insurance Company 1990 - 1998
Royal Life Canada 1988 - 1990
Sun Life of Canada 1978 - 1988
Skills
Investments, Insurance, Coaching, Negotiation, Customer Relations, Strategic Planning, Business Strategy, Planning, New Business Development, Marketing Strategy, Change Management, Public Speaking, Marketing Communications, Performance Management, Mentoring, Financial Planning, Event Management, Organizational..., Start-ups, Sales Management, Team Leadership, Team Building, Product Development, CHS (Advocis), Canadian Securities..., Canadian Securities..., Term Life Insurance, Strategic Financial..., Brokers, Health Insurance, Customer Service, Leadership, Life Insurance, Marketing, Retirement Planning, Disability Insurance, Management, Underwriting, Risk Management, Critical Illness, Mutual Funds, Wealth Management, Employee Benefits, Retirement, Reinsurance, Fixed Annuities, Business Development, Long-term Care, Financial Services
Education
University of Toronto 1980 — 1984
MBA, Marketing
McGill University 1974 — 1978
BA (Hons.), History
Michael Norrett Michael Norrett's Creative Planning Financial Group Experience April 2008 - October 2008
Job District Sales Supervisor at The Hershey Company
Industry Financial Services
Experience
The Hershey Company July 2015 - Present
The Hershey Company August 2013 - July 2015
Mount Lucas Management January 2010 - August 2013
Creative Planning Financial Group April 2008 - October 2008
Washington Redskins 2006 - 2006
Skills
Investments, Series 7, Series 63, Securities, Hedge Funds, Portfolio Management, Financial Analysis, Marketing, Financial Services, Sales, Risk Management, Microsoft Excel, PowerPoint, Alternative Investments, Microsoft Office, Account Management
Education
Randolph-Macon College 2004 — 2008
BS, Economics/Business
The Episcopal Academy 1999 — 2003
The Hershey Company July 2015 - Present
The Hershey Company August 2013 - July 2015
Mount Lucas Management January 2010 - August 2013
Creative Planning Financial Group April 2008 - October 2008
Washington Redskins 2006 - 2006
Skills
Investments, Series 7, Series 63, Securities, Hedge Funds, Portfolio Management, Financial Analysis, Marketing, Financial Services, Sales, Risk Management, Microsoft Excel, PowerPoint, Alternative Investments, Microsoft Office, Account Management
Education
Randolph-Macon College 2004 — 2008
BS, Economics/Business
The Episcopal Academy 1999 — 2003
Geordie Connell Geordie Connell's Creative Planning Financial Group Experience May 2012 - July 2012
Job Lehigh University Graduate
Industry Financial Services
Experience
Vanguard September 2014 - Present
Thunderblogsports.com October 2013 - Present
ESPN Radio of the Lehigh Valley at Nassau Broadcasting July 2012 - May 2013
Lehigh University January 2012 - December 2012
Creative Planning Financial Group May 2012 - July 2012
Lehigh University September 2010 - December 2011
Lehigh University September 2010 - December 2011
ESPN Radio of the Lehigh Valley at Nassau Broadcasting May 2011 - August 2011
Lehigh University January 2010 - May 2010
Lehigh University September 2009 - December 2009
Skills
Final Cut Pro, Social Media, Blogging, Broadcast, Sports, PowerPoint, Radio Broadcasting, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Event Management, Minitab, Public Speaking, Microsoft Publisher, Microsoft Office, Market Research, Radio Producing, Baseball, Football, Garageband, Press Releases, WordPress, Analytics, R, Data Analysis, Forecasting, Cool Edit Pro, Program Budgeting, Twitter, Statistics, Regression Analysis, Hockey, HTML, HTML 5
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), Statistics
Berkshire School 2006 — 2009
High School Diploma
Vanguard September 2014 - Present
Thunderblogsports.com October 2013 - Present
ESPN Radio of the Lehigh Valley at Nassau Broadcasting July 2012 - May 2013
Lehigh University January 2012 - December 2012
Creative Planning Financial Group May 2012 - July 2012
Lehigh University September 2010 - December 2011
Lehigh University September 2010 - December 2011
ESPN Radio of the Lehigh Valley at Nassau Broadcasting May 2011 - August 2011
Lehigh University January 2010 - May 2010
Lehigh University September 2009 - December 2009
Skills
Final Cut Pro, Social Media, Blogging, Broadcast, Sports, PowerPoint, Radio Broadcasting, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Event Management, Minitab, Public Speaking, Microsoft Publisher, Microsoft Office, Market Research, Radio Producing, Baseball, Football, Garageband, Press Releases, WordPress, Analytics, R, Data Analysis, Forecasting, Cool Edit Pro, Program Budgeting, Twitter, Statistics, Regression Analysis, Hockey, HTML, HTML 5
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), Statistics
Berkshire School 2006 — 2009
High School Diploma
Michael Wortsman Michael Wortsman's Creative Planning Financial Group Experience October 2002 - Present
Job President at The Employee Benefits Company
Industry Insurance
Experience
The Employee Benefits Company October 2014 - Present
Click Benefits Inc. September 2009 - Present
Creative Planning Financial Group October 2002 - Present
Education
Concordia University 1995 — 1999
Bachelor of Fine Arts (BFA)
Forest Hill Collegiate Institute 1990 — 1994
The Employee Benefits Company October 2014 - Present
Click Benefits Inc. September 2009 - Present
Creative Planning Financial Group October 2002 - Present
Education
Concordia University 1995 — 1999
Bachelor of Fine Arts (BFA)
Forest Hill Collegiate Institute 1990 — 1994
Kerry Ann Beal's Creative Planning Financial Group Experience April 2008 - June 2010
Job Independent Distributor at Young Living Essential Oils The Good Thieves
Industry Alternative Medicine
Experience
Young Living Essential Oils January 2015 - Present
Homemaker February 2012 - Present
Innovative Underwriters June 2010 - March 2012
Creative Planning Financial Group April 2008 - June 2010
ACE May 2007 - August 2007
Milliman May 2006 - August 2006
Skills
Insurance, Microsoft Excel, Business Analysis
Education
Penn State University 2004 — 2008
Bachelor of Science, Business, Statistics, French Minor
Young Living Essential Oils January 2015 - Present
Homemaker February 2012 - Present
Innovative Underwriters June 2010 - March 2012
Creative Planning Financial Group April 2008 - June 2010
ACE May 2007 - August 2007
Milliman May 2006 - August 2006
Skills
Insurance, Microsoft Excel, Business Analysis
Education
Penn State University 2004 — 2008
Bachelor of Science, Business, Statistics, French Minor
Anthony Soha's Creative Planning Financial Group Experience June 1999 - September 2000
Job Vice President of Sales, AHM
Industry Medical Devices
Experience
Alere Inc. April 2009 - Present
Procter & Gamble October 2002 - April 2009
Guaranty Towers September 2000 - October 2002
Creative Planning Financial Group June 1999 - September 2000
Skills
Hospitals, Medical Devices, Managed Care, Problem Solving, Cardiology, Health, Consultative Selling, Sales Force..., Cross-functional Team..., Leadership, Management, Market Development, Account Management, Capital Equipment, New Business Development, Sales, Sales Effectiveness, Sales Management, Sales Operations, Selling, Strategic Planning
Education
Franklin & Marshall College 1995 — 1999
BA, History
Alere Inc. April 2009 - Present
Procter & Gamble October 2002 - April 2009
Guaranty Towers September 2000 - October 2002
Creative Planning Financial Group June 1999 - September 2000
Skills
Hospitals, Medical Devices, Managed Care, Problem Solving, Cardiology, Health, Consultative Selling, Sales Force..., Cross-functional Team..., Leadership, Management, Market Development, Account Management, Capital Equipment, New Business Development, Sales, Sales Effectiveness, Sales Management, Sales Operations, Selling, Strategic Planning
Education
Franklin & Marshall College 1995 — 1999
BA, History
Iyarn Charmont's Creative Planning Financial Group Experience June 2009 - July 2009
Job Accounting Professional
Industry Accounting
Experience
JPMorgan Chase December 2013 - Present
Wells Fargo December 2012 - November 2013
J.G. Wentworth April 2010 - December 2012
Creative Planning Financial Group June 2009 - July 2009
Skills
Microsoft Excel, Leadership, Finance, CRM, Accounting, Sales Operations, Customer Service, Auditing, Training, Financial Reporting, Marketing, Microsoft Word, PowerPoint
Education
La Salle University 2005 — 2009
Bachelor of Science, Business Administration; Accounting
La Salle University - School of Business Administration 2005 — 2009
Bachelors, Accounting
JPMorgan Chase December 2013 - Present
Wells Fargo December 2012 - November 2013
J.G. Wentworth April 2010 - December 2012
Creative Planning Financial Group June 2009 - July 2009
Skills
Microsoft Excel, Leadership, Finance, CRM, Accounting, Sales Operations, Customer Service, Auditing, Training, Financial Reporting, Marketing, Microsoft Word, PowerPoint
Education
La Salle University 2005 — 2009
Bachelor of Science, Business Administration; Accounting
La Salle University - School of Business Administration 2005 — 2009
Bachelors, Accounting
Annabelle Bandayrel's Creative Planning Financial Group Experience May 2003 - May 2008
Job Business Analyst at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions June 2014 - Present
Broadridge June 2008 - May 2014
Creative Planning Financial Group May 2003 - May 2008
Skills
Analysis, Back Office, Business Analysis, Business Requirements, Equities, Financial Analysis, Financial Services, Mutual Funds, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Vendor Management, SQL
Education
Ryerson University 2004 — 2006
BComm, Finance with minor in Economics
George Brown College 2001 — 2004
Financial Services Management
Broadridge Financial Solutions June 2014 - Present
Broadridge June 2008 - May 2014
Creative Planning Financial Group May 2003 - May 2008
Skills
Analysis, Back Office, Business Analysis, Business Requirements, Equities, Financial Analysis, Financial Services, Mutual Funds, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Vendor Management, SQL
Education
Ryerson University 2004 — 2006
BComm, Finance with minor in Economics
George Brown College 2001 — 2004
Financial Services Management
Dustin Cohen's Creative Planning Financial Group Experience 2011 - Present
Job Reigstered Representative at Creative Financial Group
Industry Financial Services
Experience
Creative Planning Financial Group 2011 - Present
Vanguard August 2010 - February 2011
All-Star Baseball Academy November 2009 - August 2010
Education
Dickinson College 2003 — 2008
Salisbury School 2001 — 2003
Creative Planning Financial Group 2011 - Present
Vanguard August 2010 - February 2011
All-Star Baseball Academy November 2009 - August 2010
Education
Dickinson College 2003 — 2008
Salisbury School 2001 — 2003