Name: David Burgess, cfa, cfp®

 Company: Creative Planning Inc.

 Job title: administrador de patrimonio

Website of the company : thinkingbeyond.com / Size of the company : sign up to find out


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 People working at Creative Planning Inc.

Name
Job Title
Action
  Colleen E. maldonado, cfp®
Administrador de patrimonio privado
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  Kevin Flores
Administrador de operaciones
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  Nicole Simpson, cfp®
Planificador financiero
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  Thomas Pargett, cfp®
Administrador de patrimonio privado
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  Chris Beesley, cfp®
Administrador de patrimonio
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  David Shropshire
Gerente Senior de Inversiones
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  Mike Nemzek, cfp®
Administrador de patrimonio privado
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  Cassie Smith
Gerente de Operaciones
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  Chad Fawcett
Administrador de patrimonio privado
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  Shannon Johnston
Administrador de operaciones
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  David Burgess, cfa, cfp®
Administrador de patrimonio
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  Kathy Bexten
Vicemanagere de gestión de riesgos
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  Victoria Wikiera
Supervisor general de impuestos
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  Mircea C. sauciuc
Planificador financiero
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  Ben Mulligan
Gestor de inversiones
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  Amy Mccue
Administrador de impuestos
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  Randy Morse
Administrador de patrimonio privado
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  Jeff Pollard
Administrador de operaciones
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  Mark Vater
Gerente senior de inversiones - gerente de equipo
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  Andy N.
Gestor de patrimonio privado
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