Amanda Staples
Director of Investments at Creative Planning
- Role
- Director of Investments Partner at Creative Planning Retirement Services
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director of Investments Partner
Creative Planning Retirement Services
Jan 2022 — Present
Lockton Retirement Services was purchased by Creative Planning in 2022.
Education
University of Colorado Boulder - Leeds School of Business
Marketing
Skills
- Strategic Planning
- Financial Analysis
- Financial Planning
- Asset Management
- Retirement
- Retirement Planning
- Cmfc Designation
- Portfolio Management
- Series 65
- Pensions
- Financial Modeling
- Series 63
- Wealth Management
- Series 7
- Investment Strategies
- Data Analysis
- Investments
- Microsoft Excel
- Asset Allocation
- Mutual Funds
- 401k
- Finance
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