Erik Chambers

Erik Chambers Email and Phone Number

Investment Manager at Creative Planning LLC @ Creative Planning
overland park, kansas, united states
Erik Chambers's Location
Overland Park, Kansas, United States, United States
Erik Chambers's Contact Details

Erik Chambers personal email

n/a
About Erik Chambers

Erik Chambers is a Investment Manager at Creative Planning LLC at Creative Planning. He possess expertise in leadership, budgets, quickbooks, microsoft excel, time management and 10 more skills.

Erik Chambers's Current Company Details
Creative Planning

Creative Planning

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Investment Manager at Creative Planning LLC
overland park, kansas, united states
Employees:
631
Erik Chambers Work Experience Details
  • Creative Planning
    Investment Manager
    Creative Planning Aug 2022 - Present
    Overland Park, Kansas, United States
    Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning and estate planning services.
  • Morgan Stanley
    Senior Client Service Associate
    Morgan Stanley Aug 2019 - Apr 2022
    Seattle, Wa
  • Tiedemann Advisors
    Client Analyst
    Tiedemann Advisors Jan 2018 - Aug 2019
    Greater Seattle Area
  • Threshold Group
    Client Service Associate
    Threshold Group Jul 2017 - Dec 2017
    1415 Western Avenue, Seattle, Wa
  • Four Seasons Hotel - Seattle
    Assistant Manager Finance
    Four Seasons Hotel - Seattle May 2015 - Jun 2017
    Greater Seattle Area
    Additional responsibilities from previous position. Increasing roles in the payroll process as well as intern and admin training. Will continue to be an integral role in accounting processes while learning new skills including implementation of new accounts payable systems, credit card processing, and internal controls. Continued role in Accounts Receivable including residences, groups, and events.
  • Four Seasons Hotels And Resorts
    Finance Mit
    Four Seasons Hotels And Resorts Apr 2014 - May 2015
    Seattle
    Through the MIT program I have taken on numerous responsibilities and been pushed to quickly adapt to new roles. I started out the program with a role in Accounts Payable, ensuring that vendors were paid on time and keeping an eye on the AP Aging. I was also responsible for the Hotel's petty cash including auditing cash floats on a monthly basis. This allowed me to gain a better understanding of AP and Cash internal controls as well as to gradually become a bigger part of the month end processes. After about 7 months in Accounts Payable, movements within the office required a rapid transition into an Accounts Receivable role where I was responsible for monitoring the Aging, constructing final bills for groups and events, managing HOA accounts, and all other aspect of Accounts Receivable. This program has helped me to develop and strengthen my professional skills and I am excited to continue to gain more experience.
  • Delta Chi Fraternity
    Vp Of Finance
    Delta Chi Fraternity May 2011 - Jun 2013
    I was responsible for collecting/depositing checks from those living in the house, paying all bills including utilities and food. Also responsible for paying employees and all contractors. I kept record of all inflows and outflows of cash and maintained budgets for various house activities including philanthropy, social, rush, and several others accounts.Leadership, Organization, QuickBooks, Excel, Responsibility, Time management, CommunicationWrite checks, collect/deposit payments, pay bills, keep records of all budgets and cash inflows/outflows, money management, provide weekly reports on house funds, weekly officer meetings, pay employees, pay vendors.

Erik Chambers Skills

Leadership Budgets Quickbooks Microsoft Excel Time Management Accounting Powerpoint Invoicing Finance Microsoft Word Access Analysis Teamwork Financial Analysis Microsoft Powerpoint

Erik Chambers Education Details

Frequently Asked Questions about Erik Chambers

What company does Erik Chambers work for?

Erik Chambers works for Creative Planning

What is Erik Chambers's role at the current company?

Erik Chambers's current role is Investment Manager at Creative Planning LLC.

What is Erik Chambers's email address?

Erik Chambers's email address is er****@****ley.com

What schools did Erik Chambers attend?

Erik Chambers attended University Of Washington – Foster School Of Business, University Of Washington.

What skills is Erik Chambers known for?

Erik Chambers has skills like Leadership, Budgets, Quickbooks, Microsoft Excel, Time Management, Accounting, Powerpoint, Invoicing, Finance, Microsoft Word, Access, Analysis.

Who are Erik Chambers's colleagues?

Erik Chambers's colleagues are David Dermenjian, Trishita's Creativity School, Haley Roeder, Rob Oldaker, Cmfc®, Judd Eberhart, Cfp®, Lisa Pamperin, Mba, Richard Stewart.

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