Chance Dial
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Chance Dial Email & Phone Number

Business Process Specialist at Creative Planning
Location: Austin, Texas, United States 7 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Creative Planning
Role
Business Process Specialist
Location
Austin, Texas, United States
Company size
631 employees

Who is Chance Dial? Overview

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Quick answer

Chance Dial is listed as Business Process Specialist at Creative Planning, a with 631 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Chance Dial.

Chance Dial previously worked as Account Specialist at Creative Planning and Senior Retirement Analyst at Lockton Dunning Benefits. Chance Dial holds Bachelor'S Degree, Finance, General from Oklahoma Christian University.

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Email format at Creative Planning

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Creative Planning

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Profile bio

About Chance Dial

Chance Dial is a Business Process Specialist at Creative Planning.

Current workplace

Chance Dial's current company

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Creative Planning
Creative Planning
Business Process Specialist
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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7 roles

Chance Dial work experience

A career timeline built from the work history available for this profile.

Business Process Specialist

Current
Creative Planning

Belton, Texas, United States

Nov 2022 - Present

Account Specialist

Creative Planning

Austin, Texas, United States

Apr 2022 - Nov 2022

Student Investment Fund

Oklahoma Christian University

Edmond, Ok

Researched and selected promising stock equities in which to invest a total of $60,000 on behalf of the Fund. Also co-authored the Fund’s by-laws and policy statements to ensure efficient, quality regulations for future years

Aug 2017 - Apr 2018

Finance Tutor

Oklahoma Christian University

Edmond- Ok

Efficiently explained financial basics to students during weekly tutoring sessions, andraised the test scores of students by studying with them and clarifying financial principles before exams.

Aug 2017 - Apr 2018

Accounting And Finance Assistant

Air Ad Promotions

Dallas, Tx

Updated two years worth of credit card statements spanning three different company cards. Also effectively organized old invoices and receipts by matching them with their respective credit card statements and recording charges into QuickBooks

May 2017 - Aug 2017
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

HO Hunter Offutt Hunter Offutt Colleague at Creative PlanningOlathe, Kansas, United States View → JH Justin Hawksley, Cfp®, Mba, Apma® Justin Hawksley, Cfp®, Mba, Apma® Colleague at Creative PlanningDenver, Colorado, United States View → BK Blake Kleoppel Blake Kleoppel Colleague at Creative PlanningKansas City Metropolitan Area, United States View → CH Christopher House, Cfp® Christopher House, Cfp® Colleague at Creative PlanningPhiladelphia, Pennsylvania, United States View → KG Kyle Gensrick, Cfp® Kyle Gensrick, Cfp® Colleague at Creative PlanningUnited States View → PM Paige Moon Paige Moon Colleague at Creative PlanningIndependence, Missouri, United States View → AJ Austin Johnson Austin Johnson Colleague at Creative PlanningPhoenix, Arizona, United States View → AL Andrea Longhi Andrea Longhi Colleague at Creative PlanningOak Brook, Illinois, United States View → DV David Vicknair, Cpa David Vicknair, Cpa Colleague at Creative PlanningShawnee, Kansas, United States View → ZH Zeenat Hussain Zeenat Hussain Colleague at Creative PlanningGeorgetown, Texas, United States View →
1 education record

Chance Dial education

FAQ

Frequently asked questions about Chance Dial

Quick answers generated from the profile data available on this page.

What company does Chance Dial work for?

Chance Dial works for Creative Planning.

What is Chance Dial's role at Creative Planning?

Chance Dial is listed as Business Process Specialist at Creative Planning.

Where is Chance Dial based?

Chance Dial is based in Austin, Texas, United States while working with Creative Planning.

What companies has Chance Dial worked for?

Chance Dial has worked for Creative Planning, Lockton Dunning Benefits, Oklahoma Christian University, and Air Ad Promotions.

Who are Chance Dial's colleagues at Creative Planning?

Chance Dial's colleagues at Creative Planning include Hunter Offutt, Justin Hawksley, Cfp®, Mba, Apma®, Blake Kleoppel, Christopher House, Cfp®, and Kyle Gensrick, Cfp®.

How can I contact Chance Dial?

You can use AeroLeads to view verified contact signals for Chance Dial at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Chance Dial attend?

Chance Dial holds Bachelor'S Degree, Finance, General from Oklahoma Christian University.

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