Caleb Beil - Investment Manager at Creative Planning

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Caleb beil

Kansas City Metropolitan Area

+91 xxxx xxxxx

[email protected]

757 followers

Timeline
Jul 2016 - Aug 2016
Food Runner
Kansas City Catering Inc
Aug 2016 - Aug 2019
Outside Services
Sykes/Lady Overland Park Golf Club
Apr 2019 - May 2021
President
Sigma Chi Fraternity
Manhattan, Kansas, United States
Jun 2020 - Aug 2020
Intern
Morgan Stanley
Current Company
May 2022 - now
Investment Manager
Creative Planning
Overland Park, Kansas, United States
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

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