Profil
Mr. James A.
DeWitt is a Chief Compliance Officer at Creative Planning, Inc. He is responsible for developing, overseeing and implementing compliance policies and procedures.
He also provides guidance and support in the areas of investments, technology and business strategy.
He received both his Bachelor's degree with a major in Finance/Economics and MBA from Rockhurst University.
Anciens postes connus de James Andrew DeWitt
| Sociétés | Poste | Fin |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Compliance Officer | 22/12/2017 |
Formation de James Andrew DeWitt
| Rockhurst University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
