Madison Stevens Email & Phone Number
@ku.edu
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Who is Madison Stevens? Overview
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Madison Stevens is listed as Associate Financial Planner at Creative Planning, LLC at Creative Planning, a with 631 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at ku.edu and a matched LinkedIn profile for Madison Stevens.
Madison Stevens previously worked as Associate Financial Planner at Creative Planning and FIN 425: Futures and Options Teaching Assistant at The University Of Kansas School Of Business. Madison Stevens holds Bachelor'S Degree, Finance, General from The University Of Kansas.
Email format at Creative Planning
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AeroLeads found 1 current-domain work email signal for Madison Stevens. Compare company email patterns before reaching out.
About Madison Stevens
Madison Stevens is an Associate Financial Planner at Creative Planning, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Madison Stevens's current company
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Madison Stevens work experience
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Fin 425: Futures And Options Teaching Assistant
In my role as a FIN 425: Futures and Options Teaching Assistant, I leverage my passion for finance to guide students through the intricacies of financial derivatives. Committed to fostering an interactive and supportive learning environment, I help students develop a solid understanding of futures and options strategies.
Bus 210: Career Mangement And Planning Peer Mentor
As a Peer Mentor for BUS 210, I successfully guided 45 students to professional success through personalized feedback and meaningful connections to career resources. I provided valuable advice on resume building, networking, and professional etiquette. Collaborating closely with the Senior Career Advisor, we efficiently graded 600+ assignments, provided advice, and contributed to the program's continuous improvement.
Career Forward Certificate Mentor
As a Mentor for the Career Forward Certificate program, I provided invaluable guidance and support to fellow participants on their career development journey. Drawing upon my own experiences and expertise, I offered mentorship and practical advice to help students navigate challenges, explore career options, and develop essential skills for professional success. I fostered a positive and inclusive learning environment, facilitating group discussions, conducting one-on-one mentoring sessions, and delivering workshops on various career-related topics. Through my role as a Peer Mentor, I demonstrated strong leadership, empathy, and a genuine commitment to empowering others in their pursuit of meaningful careers.
Women In Finance Club Treasurer
As Treasurer of the Women in Finance Club (WiF), I effectively managed the organization's financial operations and resources. My key responsibilities encompassed budgeting, financial planning, and meticulous expense tracking to guarantee the club's financial stability and foster its growth. Collaborating seamlessly with fellow club officers, I played an integral role in allocating funds for various impactful initiatives, including events, workshops, and engaging guest speaker engagements.
Women’S Business Club Event Planner
As an Event Planner for the Women's Business Club, I was pivotal in coordinating and delivering dynamic events that empowered and championed women in the business realm. With meticulous attention to detail and an unwavering dedication to crafting unforgettable experiences, I curated and executed various engaging programs, encompassing workshops, networking sessions, and enlightening panel discussions. By orchestrating successful events that facilitated knowledge exchange, fostered valuable connections, and facilitated professional growth, I actively contributed to the club's mission of supporting women in attaining their career aspirations.
Women’S Business Club Finance Shadow
Resident Assistant
Managed 94 undergraduate residents and worked as a team to accommodate 700+ ethnically diverse students at Stouffer Place Apartments to achieve a positive living environment for all residents. Utilized organizational and public speaking skills to present 9 hall programs and maintain bulletin boards with accurate and useful information to ensure residents are educated about on-campus resources. Effectuated approximately 150 hours of duty a semester to monitor students’ welfare by deescalating crisis situations and counseling students on personal and academic issues to preserve life and safety.
Front Desk Assistant
As a Desk Assistant, I delivered top-notch administrative support and ensured seamless operations in an office environment. Leveraging my exceptional organizational skills and meticulous attention to detail; I managed various tasks to streamline workflows and enhance productivity. With a professional and welcoming demeanor, I skillfully assisted students and effectively executed general office duties. By leveraging my strong communication and problem-solving abilities, I promptly resolved inquiries and provided timely assistance, actively contributing to a positive and thriving work atmosphere.
Investor Relations Executive Intern
Organized an expert-led Climate Saloon to educate investors and innovators on the intersection of climate finance solutions, blockchain, and Web3 leading to a 25% increase in attendees from previous Saloons in Dubai. Participated in 15+ hours of conferences, forums, and networking socials over 6 different events to stay updated on ESG trends and practices and to share insights and experiences with other professionals in the field. Presided over a database of 150 impact investors and carbon credit projects to promote a new sustainability launchpad aiming to make it financially viable for companies to reduce their carbon footprint through blockchain.
Financial Analyst Intern
Improved and developed detailed Excel spreadsheets on company key performance indicators, model forecasting, asset management, and valuation, resulting in high software proficiency. Collaborated with a 10-member cross-functional (engineers, continuous improvement, information technology, human resources, quality) team to assist with the launch of 15 product prototypes on a 4-week time constraint. Applied 6 software programs to purchase supplies, oversee payroll and bonus payments, maintain updated employee information, and disperse financial data to internal departments, thus improving administrative support systems.
Bank Teller
Provided banking services between 2 branches to approximately 60 customers an hour while reconciling all cash drawers and resolving discrepancies to uphold ethical banking practices. Answered 30+ telephone inquiries daily on products, including online banking, checking accounts, saving accounts, loans, certificates of deposit, and lines of credit, demonstrating effective communication with self-assurance and poise. Upheld, built, and strengthened customer relationships by translating complex banking information into common terms to achieve a mutual understanding.
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Anna Hayes
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Cyndi Bishop, Cpa
Colleague at Creative PlanningLeawood, Kansas, United States
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Jessica Wilson
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Norm Caldwell, Aif®
Colleague at Creative PlanningFort Lauderdale, Florida, United States
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Pam Raffaele
Colleague at Creative PlanningAustin, Texas, United States
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Madison Smart
Colleague at Creative PlanningKansas City, Missouri, United States
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Mandi Davis
Colleague at Creative PlanningAtlanta, Georgia, United States
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Tyler Stack, Mba
Colleague at Creative PlanningLenexa, Kansas, United States
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Mike Dispensa
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Christy Watson
Colleague at Creative PlanningLeawood, Kansas, United States
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Madison Stevens education
Bachelor'S Degree, Finance, General
Frequently asked questions about Madison Stevens
Quick answers generated from the profile data available on this page.
What company does Madison Stevens work for?
Madison Stevens works for Creative Planning.
What is Madison Stevens's role at Creative Planning?
Madison Stevens is listed as Associate Financial Planner at Creative Planning, LLC at Creative Planning.
What is Madison Stevens's email address?
AeroLeads has found 1 work email signal at @ku.edu for Madison Stevens at Creative Planning.
Where is Madison Stevens based?
Madison Stevens is based in Overland Park, Kansas, United States while working with Creative Planning.
What companies has Madison Stevens worked for?
Madison Stevens has worked for Creative Planning, The University Of Kansas School Of Business, The University Of Kansas, Enjinstarter, and Adient.
Who are Madison Stevens's colleagues at Creative Planning?
Madison Stevens's colleagues at Creative Planning include Anna Hayes, Cyndi Bishop, Cpa, Jessica Wilson, Norm Caldwell, Aif®, and Pam Raffaele.
How can I contact Madison Stevens?
You can use AeroLeads to view verified contact signals for Madison Stevens at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Madison Stevens attend?
Madison Stevens holds Bachelor'S Degree, Finance, General from The University Of Kansas.
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