Bo Ellison, Finop
About Bo Ellison, Finop
Bo Ellison serves as the Divisional Controller for Retirement Services at Creative Planning, a position he has held since 2022. He has a background in financial services, having worked at EY and Lockton Retirement Services, and holds a Bachelor of Science in Accounting and Finance from Kansas State University.
Work at Creative Planning
Bo Ellison serves as the Divisional Controller for Retirement Services at Creative Planning. He has held this position since 2022, contributing to the company's operations in Overland Park, Kansas. In this role, he oversees financial management and reporting for retirement services, ensuring compliance and efficiency in financial practices.
Previous Experience at EY
Bo Ellison has extensive experience with EY, where he worked in various capacities. He began as a Summer Assurance Intern in 2012 for two months. He later served as a Financial Service Assurance Manager from 2018 to 2019, following a five-year tenure as Financial Service Assurance Staff/Senior from 2013 to 2018. His roles involved providing assurance services and managing financial audits.
Experience at Lockton Retirement Services
Ellison worked as Divisional Controller at Lockton Retirement Services from 2019 to 2021. In this role, he managed financial operations and reporting, focusing on retirement services. His experience at Lockton contributed to his expertise in financial management within the retirement sector.
Internship at Merrill Lynch
Before his professional career, Bo Ellison completed a Summer Internship at Merrill Lynch in 2011 for two months. This internship provided him with foundational experience in the financial services industry, enhancing his understanding of financial markets and client services.
Education in Accounting and Finance
Bo Ellison earned a Bachelor of Science (B.S.) degree in Accounting and Finance, with a minor in Leadership Studies, from Kansas State University. He studied from 2009 to 2013, gaining knowledge and skills that have supported his career in financial services.