Amanda Staples Email & Phone Number
Director of Investments and Partner @ Creative Planning Retirement Services
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Amanda Staples Location
- Denver, CO, US
Amanda Staples Work
- 2022 -now Director of Investments and Partner @
- 2016 -2021 Investment Analyst @
- 2015 -2016 Senior Client Associate @ Rw Baird Co Inc
- 2010 -2014 Defined Contribution Analyst @
- 2009 -2010 Financial Advisor @
- 2007 -2008 Investment Consultant @ Strategies LLC
Amanda Staples Education
- University of Colorado Boulder - Leeds School of Business
Marketing
Amanda Staples Skills
- Series 7
- Series 63
- Series 65
- CMFC Designation
- 401k
- Financial Analysis
- Pensions
- Retirement
- Investments
- Data Analysis
- Financial Modeling
- Mutual Funds
- Strategic Planning
- Microsoft Excel
- Asset Allocation
- Finance
- Retirement Planning
- Asset Management
- Investment Strategies
- Wealth Management
- Financial Planning
- Portfolio Management
- APMA Designation
Amanda Staples Summary
- Amanda Staples, based in Denver, CO, US, is currently a Director of Investments and Partner at Creative Planning Retirement Services. Amanda Staples brings 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 7, Series 63, Series 65, CMFC Designation, 401k and more. Amanda Staples has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Creative Planning Retirement Services Employees
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Hinsdale, IL, US
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Meredith Moore
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Rick Unser
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Cameron Wrennall
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Courtney Stroope
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Julie Reinhardt
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Tyler Saam
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Bryan Spencer
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