CB

Caleb Beil

Investment Manager at Creative Planning

Caleb Beil is currently working as an Investment Operations Manager at Creative Planning. Previously, Caleb served as President of the Sigma Chi Fraternity where Caleb managed chapter activities and relationships. Caleb also held positions as Risk Manager and House Manager, ensuring safety measures and house maintenance. Additionally, Caleb gained experience in finance as an intern at Morgan Stanley and has demonstrated strong customer service skills in previous roles at a golf club and catering company. Caleb holds a Bachelor of Business Administration in Finance from Kansas State University.

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Timeline

  • Investment Manager

    June 1, 2024 - present

  • Investment Operations Manager

    May, 2022