Cassidy Bowen

Financial Planner at Creative Planning

Role
Financial Planner at Creative Planning
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cassidy Bowen

Cassidy is a financial planner at Creative Planning. Creative Planning provides…

Experience

  1. Financial Planner

    Creative Planning

    Jun 2021 — Present

Education

  • The University of Tulsa

    Bachelor of Business Administration (B.B.A.), Accounting and Finance

    2009 — 2013

Skills

  • Business Analysis
  • Contract Negotiation
  • Project Planning
  • Oil & Gas
  • Analysis
  • Gas
  • Engineering
  • Microsoft Excel
  • Customer Service
  • Energy
  • Risk Management
  • Procurement
  • Project Management
  • Sales
  • Research
  • Financial Reporting
  • Forecasting
  • Business Strategy
  • Strategic Planning
  • Financial Analysis

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Cassidy Bowen — Financial Planner at Creative Planning in Houston, TX, US | Unifers