Jake Mongler

Jake Mongler

Global Wealth Manager
Madison, Wisconsin, United States

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Work Experience

Creative Planning LLC

Global Wealth Manager

2020-01-01 - Present

Thun Financial Advisors

Global Wealth Manager

2019-01-01 - Present

Phillips 66

Director - Planning and Economics

2016-01-01 - 2019-01-01

Phillips 66 / Petronas JV

Business Planning Manager

2012-01-01 - 2014-01-01

ConocoPhillips

Various Business, Operations and Engineering roles

2006-01-01 - 2012-01-01

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services international institutional

Languages

English