Cara Esser Email & Phone Number
Director of Investments | Creative Planning Retirement Services @ Creative Planning Retirement Services
5 free lookup(s).
Cara Esser Location
- Chicago, IL, US
Cara Esser Work
- 2023 - now Director of Investments | Creative Planning Retirement Services @
- 2020 - 2023 Managing Director, Research and Portfolio Management | Retirement Advisory Services @
- 2019 - 2020 Director, Investments and Retirement @
- 2017 - 2019 Vice President, Director of Investment Research | Retirement Advisory Services @
- 2017 - 2017 Associate Director, Fixed Income Manager Research @
- 2013 - 2017 Senior Analyst, Fixed Income Manager Research @
- 2010 - 2013 Analyst, Manager Research @
- 2004 - 2010 Financial Analyst @
Cara Esser Education
- University of Missouri-Columbia
Bachelors (Finance and Banking)
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration - MBA (Finance and Financial Management Services)
Cara Esser Skills
- Writing
- Investment Strategies
- Investments
- Yield
- Fixed Income
- Asset Allocation
- Financial Analysis
- Options
- Analysis
- Morningstar
- Equities
- Mutual Funds
- Closed End Funds
Cara Esser Summary
- Cara Esser, based in Chicago, IL, US, is currently a Director of Investments | Creative Planning Retirement Services at Creative Planning Retirement Services. Cara Esser brings experience from previous roles at Mesirow, Blue Cross Blue Shield Association and Morningstar. Cara Esser holds a Bachelors in Finance and Banking @ University of Missouri-Columbia. With a robust skill set that includes Writing, Investment Strategies, Investments, Yield, Fixed Income and more. Cara Esser has 2 emails and 1 mobile phone numbers on RocketReach.
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