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Caleb Beil

Caleb Beil

Food Runner

Followers of Caleb Beil769 followers
location of Caleb BeilKansas City Metropolitan Area

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  • Timeline

  • About me

    Investment Manager at Creative Planning

  • Education

    • Kansas State University

      2018 - 2022
      Bachelor of Business Administration - BBA Finance, General

      Activities and Societies: Sigma Chi Fraternity, Student Finance Association

  • Experience

    • Kansas City Catering Inc

      Jul 2016 - Aug 2016
      Food Runner

    • Sykes/Lady Overland Park Golf Club

      Aug 2016 - Aug 2019
      Outside Services

    • Sigma Chi Fraternity

      Apr 2019 - May 2021

      • President

        May 2020 - May 2021

      • Risk Manager

        Dec 2019 - May 2020

      • House Manager

        Apr 2019 - Dec 2019

    • Morgan Stanley

      Jun 2020 - Aug 2020
      Intern

    • Creative Planning

      May 2022 - now

      • Investment Manager

        Jun 2024 - now

      • Investment Operations Manager

        May 2022 - Jun 2024

  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg LP
      Nov 2020

    • Series 65

      FINRA
      Nov 2022

  • Honors & Awards

    • Awarded to Caleb Beil
      Huntsman Leadership Scholar Sigma Chi Fraternity Jul 2019
    • Awarded to Caleb Beil
      Dean's List Kansas May 2019
    • Awarded to Caleb Beil
      Finance Advisory Board Scholarship - May 2019
    • Awarded to Caleb Beil
      First in Class Scholarship Kansas State University Aug 2018