Sam: Email & Phone Number

Opt-Out

Fixed Income Portfolio Manager at Creative Planning|Kansas City Metropolitan Area, United States

Position:

Fixed Income Portfolio Manager at Creative Planning

Location:

Kansas City Metropolitan Area, United States

View Sam's Email

Up to 10 free lookups. No credit card required.

Last updated: 2026-10-30

Updated: 2026-10-30

Found email addresses for Sam:

Business emails:

s**-@creativeplanning.com

Personal emails:

s******s@gmail.com

Found phones for Sam:

+1-480-***-**22,

+1-623-***-**93

Prospect analytics

Current work details

DepartmentFinancial Services

Availability

TimezoneCDT

Best time to contact12:00 PM – 4:00 PM

A different Sam?

Work Experience 17 years

Fixed Income Portfolio Manager at Creative Planning

Oct 2022 - Current

Investment Analyst at Fidelity Security Life Insurance Company

Oct 2020 - Sep 2022

Research Analyst/Trader at Vantage Investment Partners, LLC

Oct 2011 - Dec 2018

Fund Accountant Associate II at State Street

Jun 2009 - Sep 2011

Sam started working in 2009, then the employee has changed 3 companies and 3 jobs. On average, Sam works for one company for 3 years 10 months.

Sam holds Chartered Financial Analyst (CFA) certifications.

Education

Bachelor's Degree at University of Missouri-Columbia, College of Business

Frequently Asked Questions

What is Sam's email address?

SignalHire found verified email addresses for Sam, both business and personal. Their business email is s**-@creativeplanning.com, and personal emails include s******s@gmail.com.

What is Sam's phone number?

SignalHire found multiple verified phone numbers for Sam: +1-480-***-**22, and +1-623-***-**93.

How do I contact Sam at Creative Planning?

You can reach Sam through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Sam's professional background?

Sam has 17 years of professional experience. They have held roles including Investment Analyst, Research Analyst/Trader, and Fund Accountant Associate II at companies such as Fidelity Security Life Insurance Company, Vantage Investment Partners, LLC, and State Street. Their education includes Bachelor's Degree from University of Missouri-Columbia, College of Business.

Is Sam's contact information up to date?

Yes. Sam's SignalHire profile was last updated on 30 October 2026, reflecting their current position as Fixed Income Portfolio Manager at Creative Planning in Overland Park, Kansas, United States.

Sam Namesakes

Name

Company

Position

Sam

Tibor Ruben VA medical center

Registered Nurse

Get contacts

SAM

Apple Associates LLC

CEO

Get contacts

Sam

Vital Overlay

CEO

Get contacts

See more profiles

Similar profiles

Name

Company

Position

Jonghyun Cho

Hanwha Asset Management