Ben Briggs Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Ben Briggs Location
- Denver, CO, US
Ben Briggs Work
- 2023 - now Partner and Private Wealth Manager @
- 2019 - now Private Wealth Manager @
- 2017 - 2019 Financial Planner @
- 2016 - 2017 Senior Analyst @
- 2011 - 2016 Senior Financial Planner @ RGT Wealth Advisors
Ben Briggs Education
- The University of Texas at Dallas - School of Management
Master of Science in Accounting & Information Management (Accounting)
2009 - 2012 - Southern Methodist University - Cox School of Business
Bachelor of Business in Financial Consulting (Accounting & Finance)
2005 - 2008
Ben Briggs Skills
- Financial Analysis
- Microsoft Word
- Financial Reporting
- PowerPoint
- Analysis
- Finance
- Estate Planning
- Auditing
- NFL
- Financial Planners
- Income Tax
- Accounting
- Financial Independence Projections
- Cash Flow
- Retirement Planning
- Pcra
- Individual Financial Statements
- Tax
- Investments
- Mortgage Lending
- Moneyguidepro
- Roth IRA
- Partnership Taxation
- Personal Budgeting
- Financial Accounting
- Strategic Financial Planning
- High Net Worth Insurance
- Microsoft Excel
- Accountants
- Monte Carlo Simulation
- Pga Tour Benefits
- GAAP
- Tax Accounting
- QuickBooks
- Private Equity
- Traditional IRA
- Personal Finance
- Mergers and Acquisitions
- Nfl Benefits
- Investment Management
Ben Briggs Summary
- Ben Briggs, based in Denver, CO, US, is currently a Partner and Private Wealth Manager at Creative Planning. Ben Briggs brings experience from previous roles at Creative Planning Inc., Tolleson Wealth Management and RGT Wealth Advisors. Ben Briggs holds a 2009 - 2012 Master of Science in Accounting & Information Management in Accounting @ The University of Texas at Dallas - School of Management. With a robust skill set that includes Financial Analysis, Microsoft Word, Financial Reporting, PowerPoint, Analysis and more. Ben Briggs has 2 emails and 1 mobile phone numbers on RocketReach.
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Jason Edmonds
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Tim Engeldinger
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Cameron Wrennall
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Annie Tronoski
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Stephanie Trentham
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