B

Billy's email & phone

Position:Financial Planner at Creative Planning
Experience:4 years
Location:Kansas City Metropolitan Area, United States

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Work Experience

Financial Planner at Creative Planning

Jun 2024 - Current

Associate at MarksNelson, a Springline company

Oct 2023 - Jun 2024

Senior Audit Assistant at Deloitte

Jan 2023 - Oct 2023

Audit Intern at RSM

Jan 2022 - Apr 2022

Billy started working in 2022, then the employee has changed 3 companies and 3 jobs. On average, Billy works for one company for 10 months.

Education

Bachelor of Arts - BA at Benedictine College

High School Diploma at St. James Academy

Current Company Information Creative Planning

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.*...

Frequently Asked Questions

What is Billy's minimum period of employment in the companies?

Billy's minimum period of employment in various companies is 3 months.

What is Billy's average duration of employment for different companies?

On average, Billy works for one company for 7 months

What industries has Billy worked in?

Billy works in the Financial Services. Previously, Billy worked in the Accounting, and Management Consulting, and Information Technology and Services.

What positions has Billy held before?

Previously, Billy worked as a Associate, and Senior Audit Assistant, and Audit Intern.

How do I contact Billy?

Billy's email address is b****-@creativeplanning.com, phone number is +1-***-***-7306. Sign up to get contact details.

Who is the President & CEO of the Creative Planning?

The President & CEO of the Creative Planning is Peter Mallouk

Who are Billy's peers at other companies?

Billy's peers at other companies are Bernadhyta Benedicthy Irianto and swapnil tiwari and RATHIN DAS

Billy Namesakes

Name
Company
Position
B
Monmouth Digital Network
Student Employee
B
Career & Technical Education High School Computer Teacher at Chatham County Schools

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