Amanda Staples's Location
Denver, CO, US
Amanda Staples's Work
- Director of Investments and Partner @ Creative Planning
- Investment Analyst @ Lockton
- Senior Client Associate @ Rw Baird Co Inc
- Defined Contribution Analyst @ Mercer
- Financial Advisor @ Waddell & Reed
- Investment Consultant @ Strategies LLC
Amanda Staples's Education
- University of Colorado Boulder - Leeds School of Business
Marketing
Amanda Staples's Skills
- Series 63
- Pensions
- Retirement Planning
- Financial Planning
- Portfolio Management
- Financial Modeling
- Data Analysis
- Investments
- Finance
- 401k
Amanda Staples's Summary
Amanda Staples, based in Denver, CO, US, is currently a Director of Investments and Partner at Creative Planning Retirement Services, bringing experience from previous roles at Lockton Companies, Rw Baird Co Inc, Mercer and Waddell & Reed. Amanda Staples holds a Marketing @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Series 63, Pensions, Retirement Planning, Financial Planning, Portfolio Management and more, Amanda Staples contributes valuable insights to the industry. Amanda Staples has 5 emails and 1 mobile phone number on RocketReach.
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