Zach White Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Zach White Location
- Texas, United States
Zach White Work
- 2017 -now Partner and Private Wealth Manager @
- 2014 -2017 Manager, Client Advisory Team @
Zach White Education
- University of Oklahoma
Master's Degree (Accounting)
2011-2012 - University of Oklahoma
Bachelor of Business Administration (BBA) (Accounting and Finance)
2007-2012
Zach White Skills
- Project Management
- Process Improvement
- Customer Service
- Analysis
- Project Planning
- Advisory
- CPA
- Corporate Finance
- Risk Management
Zach White Summary
- Zach White, based in Texas, United States, is currently a Partner and Private Wealth Manager at Creative Planning Inc.. Zach White brings experience from previous roles at Tolleson Wealth Management. Zach White holds a 2011 - 2012 Master's Degree in Accounting @ University of Oklahoma. With a robust skill set that includes Project Management, Process Improvement, Customer Service, Analysis, Project Planning and more. Zach White has 1 emails and 1 mobile phone numbers on RocketReach.
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