Sam Carroll

Sam Carroll Email and Phone Number

Senior Investment Manager at Creative Planning @ Creative Planning LLC
overland park, kansas, united states
Sam Carroll's Location
Kansas City Metropolitan Area, United States
Sam Carroll's Contact Details

Sam Carroll personal email

n/a
About Sam Carroll

Sam Carroll is an Investment Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages roughly $81 billion in assets.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities

Sam Carroll's Current Company Details
Creative Planning LLC

Creative Planning Llc

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Senior Investment Manager at Creative Planning
overland park, kansas, united states
Website:
creativeplanning.com
Employees:
631
Sam Carroll Work Experience Details
  • Creative Planning Llc
    Senior Investment Manager
    Creative Planning Llc Jan 2021 - Present
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  • Creative Planning Inc.
    Investment Manager
    Creative Planning Inc. Jul 2018 - Jan 2021
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  • Waddell & Reed
    Senior Client Service Representative
    Waddell & Reed Jun 2016 - Jul 2018
    View

Sam Carroll Skills

Leadership Money Management Communication Critical Thinking Academic Advising People Skills Politics Microsoft Office Business Analysis Data Analysis Historical Research Social Media Networking Customer Service Microsoft Powerpoint Microsoft Excel Teamwork Public Speaking

Sam Carroll Education Details

Frequently Asked Questions about Sam Carroll

What company does Sam Carroll work for?

Sam Carroll works for Creative Planning Llc

What is Sam Carroll's role at the current company?

Sam Carroll's current role is Senior Investment Manager at Creative Planning.

What is Sam Carroll's email address?

Sam Carroll's email address is ca****@****ond.com

What schools did Sam Carroll attend?

Sam Carroll attended The University Of Kansas, The University Of Kansas.

What skills is Sam Carroll known for?

Sam Carroll has skills like Leadership, Money Management, Communication, Critical Thinking, Academic Advising, People Skills, Politics, Microsoft Office, Business Analysis, Data Analysis, Historical Research, Social Media.

Who are Sam Carroll's colleagues?

Sam Carroll's colleagues are Paul Casazza, Nic Santana, Cfp®, Cfa, Brad Van Horn, John Whitsitt, Mike Cochran, Libby Horton, Sarah Bregman.

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