Jake Mongler, Mba, Cfp®

Jake Mongler, Mba, Cfp® Email and Phone Number

Global Wealth Manager @ Creative Planning LLC
overland park, kansas, united states
Jake Mongler, Mba, Cfp®'s Location
Madison, Wisconsin, United States, United States
Jake Mongler, Mba, Cfp®'s Contact Details

Jake Mongler, Mba, Cfp® personal email

n/a
About Jake Mongler, Mba, Cfp®

Jake Mongler, Mba, Cfp® is a Global Wealth Manager at Creative Planning LLC. He possess expertise in refinery, process engineering, distillation, chemical engineering, petroleum refining and 13 more skills.

Jake Mongler, Mba, Cfp®'s Current Company Details
Creative Planning LLC

Creative Planning Llc

View
Global Wealth Manager
overland park, kansas, united states
Website:
creativeplanning.com
Employees:
631
Jake Mongler, Mba, Cfp® Work Experience Details
  • Creative Planning Llc
    Global Wealth Manager
    Creative Planning Llc 2020 - Present
    View
  • Thun Financial Advisors
    Global Wealth Manager
    Thun Financial Advisors 2019 - Present
    Madison, Wisconsin Area
    Thun Financial Advisors - A division of Creative Planning - is an internationally-focused investment management and financial planning firm. Our clients are U.S. expats and multinational families residing both in the U.S. and abroad. Whether advising American expatriates or U.S. residents, we provide an integrated service that encompasses:• Tax and cross-border estate planning across multiple jurisdictions (tax treaties, foreign credits, gifts/inheritance, situs property, transfer of assets, probate issues, etc.)• Use of retirement accounts both in the U.S. and elsewhere (IRAs, 401ks, Superannuations, SIPPs, foreign private and government pensions, etc.)• Mixed nationality family planning and investing• Impact of FATCA, U.S. citizenship-based taxation, expatriation, and other regulations• Cross-Border portfolio optimization• Currency management• College savings plans in the U.S• Charitable giving
    View
  • Phillips 66
    Director - Planning And Economics
    Phillips 66 2016 - 2019
    Westlake, La
    View
  • Phillips 66
    Operations Director And Lead Process Engineer
    Phillips 66 2014 - 2016
    Roxana, Il
    View
  • Phillips 66 / Petronas Jv
    Business Planning Manager
    Phillips 66 / Petronas Jv 2012 - 2014
    Malacca, Malaysia
  • Conocophillips
    Various Business, Operations And Engineering Roles
    Conocophillips 2006 - 2012
    Wood River, Il
    View

Jake Mongler, Mba, Cfp® Skills

Refinery Process Engineering Distillation Chemical Engineering Petroleum Refining Aspen Hysys Factory Refining Processes Petroleum Economics Refining Oil And Gas Petroleum Project Engineering Management Engineering Energy Six Sigma Linear Programming

Jake Mongler, Mba, Cfp® Education Details

Frequently Asked Questions about Jake Mongler, Mba, Cfp®

What company does Jake Mongler, Mba, Cfp® work for?

Jake Mongler, Mba, Cfp® works for Creative Planning Llc

What is Jake Mongler, Mba, Cfp®'s role at the current company?

Jake Mongler, Mba, Cfp®'s current role is Global Wealth Manager.

What is Jake Mongler, Mba, Cfp®'s email address?

Jake Mongler, Mba, Cfp®'s email address is ja****@****ial.com

What schools did Jake Mongler, Mba, Cfp® attend?

Jake Mongler, Mba, Cfp® attended University Of Illinois At Urbana-Champaign, University Of Missouri-Columbia.

What skills is Jake Mongler, Mba, Cfp® known for?

Jake Mongler, Mba, Cfp® has skills like Refinery, Process Engineering, Distillation, Chemical Engineering, Petroleum Refining, Aspen Hysys, Factory, Refining Processes, Petroleum Economics, Refining, Oil And Gas, Petroleum.

Who are Jake Mongler, Mba, Cfp®'s colleagues?

Jake Mongler, Mba, Cfp®'s colleagues are Susan Guilford, Ross Corbett, Carlos J.f. Lopez, Mba, Cfp®, Dayton Smith, Austin Johnson, Trey Turley, Cfp®, Micah Vanwesep-Scott.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.