Travis Bezella
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Profil
Travis Gregory Bezella is Managing Director & Partner at Creative Planning LLC.
Prior to joining Creative Planning, He served as Director of Financial Planning for a financial services firm based in the Minneapolis-St. Paul metro area where his major duties included the successful development of proprietary financial planning software, directing the firm’s overall client service strategy, and helping execute the firm’s global investment strategy.
He received an undergraduate degree from the University of Minnesota and an MBA from the University of St. Thomas (Minnesota).
Postes actifs de Travis Bezella
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
Formation de Travis Bezella
| University of Minnesota | Undergraduate Degree |
| University of St. Thomas | Masters Business Admin |
Expériences
Fonctions occupées
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 |