Madi Phillips
About Madi Phillips
Madi Phillips is a Compliance Specialist at Creative Planning, where she has worked since 2022. She has a background in various roles at Lockton Retirement Services and experience in retail as a Key Holder at Kendra Scott.
Work at Creative Planning
Madi Phillips has been employed at Creative Planning as a Compliance Specialist since 2022. In this role, she is responsible for ensuring that the company adheres to regulatory requirements and internal policies. Her expertise in compliance contributes to the organization's commitment to maintaining high standards of integrity and accountability.
Previous Experience in Retail and Corporate Settings
Before joining Creative Planning, Madi Phillips worked at Kendra Scott as a Key Holder from 2015 to 2016. She then transitioned to Lockton Retirement Services, where she held multiple positions including Executive Assistant from 2016 to 2019, Project Coordinator from 2019 to 2020, and Compliance Coordinator from 2020 to 2021. This diverse experience in both retail and corporate environments has equipped her with a broad skill set.
Education and Expertise
Madi Phillips completed her high school education at Lee's Summit West High School from 2007 to 2011. She then attended the University of Arkansas, where she studied Marketing and achieved a degree in Advertising Journalism and Public Relations from 2011 to 2015. Her educational background supports her professional roles, particularly in compliance and project coordination.
Career Progression at Lockton Retirement Services
Madi Phillips's career at Lockton Retirement Services spanned several years, during which she progressed through various roles. Starting as an Executive Assistant from 2016 to 2019, she advanced to Project Coordinator for 11 months, followed by a year as Compliance Coordinator. This progression highlights her ability to take on increasing responsibilities within the organization.