Barb Blauw
About Barb Blauw
Barb Blauw is an Operations Team Manager at Creative Planning Inc., where she has worked since 2019. She has extensive experience in operations management, having previously held positions at American Century Investments, Trust Sourcing Solutions, and Waddell & Reed.
Current Role at Creative Planning
Barb Blauw serves as the Operations Team Manager at Creative Planning Inc. since 2019. In this role, she provides day-to-day leadership and oversight to her team, ensuring that operational processes are efficient and effective. She collaborates closely with high-level Wealth Managers and Financial Planners to align operational strategies with organizational goals. Barb is responsible for escalating critical operational items appropriately and conducts one-on-one meetings with team members to provide feedback and support.
Previous Experience in Financial Services
Before joining Creative Planning Inc., Barb Blauw held several key positions in the financial services industry. She worked at American Century Investments as Assistant Director of Third Party Services from 1987 to 2005, where she gained extensive experience over an 18-year tenure. Following this, she served as AVP of Client Services at Waddell & Reed from 2015 to 2017. Additionally, she was Vice President of Operations at Trust Sourcing Solutions, LLC for a brief period in 2018-2019.
Educational Background
Barb Blauw studied at the University of Central Missouri, where she earned a Bachelor of Science degree in Speech Communications with a minor in Marketing. Her studies spanned from 1981 to 1986, providing her with a strong foundation in communication and marketing principles that have contributed to her career in operations management.
Contributions to Operational Efficiency
At Creative Planning Inc., Barb Blauw played a key role in evaluating operational processes to identify efficiency gains. She collaborated with the leadership team to implement improvements that enhance overall operational effectiveness. Her focus on operational excellence has been instrumental in driving the success of her team and the organization.