Current Position:
Investment Operations Manager at Creative PlanningExperience:
6 yearsLocation:
Kansas City, Missouri, United StatesSep 2024 - Current
Aug 2020 - May 2024
Dec 2021 - Jan 2023
Mar 2021 - Jan 2022
Jun 2023 - Aug 2023
May 2019 - Nov 2021
May 2020 - Aug 2020
Bachelor's degree at Kansas State University
Rockhurst High School
Name: Creative Planning
Speciality: Comprehensive Wealth Management, Financial Planning, Investment Management, Estate Planning and Trusts, Strategic Tax Planning, Retirement Planning, Insurance, Risk Management, Business Owner Services, Retirement Services, International, Institutional
Location: Overland Park, Kansas, United States
Employees: 1000-5000
HQ Phone: 833-416-4702
Description: Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $354 billion in combined assets and serve clients in all 50 states and abroad.*...
What is Aidan Patton's minimum period of employment in the companies?
Aidan Patton's minimum period of employment in various companies is 2 months.What is Aidan Patton's average duration of employment for different companies?
On average, Aidan Patton works for one company for 1 year 5 monthsWhat industries has Aidan Patton worked in?
Aidan Patton works in the Financial Services. Previously, Aidan Patton worked in the Nonprofit Organization Management, and Accounting, and Education Management, and Restaurants.What positions has Aidan Patton held before?
Previously, Aidan Patton worked as a Member, and Chaplain, and VP of Communications, and Staff Audit Intern, and Summer Teaching Assistant.How do I contact Aidan Patton?
Aidan Patton's email address is a*****p@creativeplanning.com, phone number is +1-***-***-2364. Sign up to get contact details.Who is the President & CEO of the Creative Planning?
The President & CEO of the Creative Planning is Peter MalloukWho are Aidan Patton's peers at other companies?
Aidan Patton's peers at other companies are Kanika Ngan and Shafi Aljuaythen and Vanessa Jean Franciose EspanolFind email for 850M+ professionals