Deana

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Partner/Managing Director at Creative Planning|Greater Philadelphia, United States

Position:

Partner/Managing Director at Creative Planning

Location:

Greater Philadelphia, United States

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Last updated: 2023-02-23
Updated: 2023-02-23

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Work Experience 37 years

Partner/Managing Director at Creative Planning

Dec 2021 - Current

Member at CHIEF Productions

May 2022 - Current

Consultant at Lockton

Jul 2015 - Dec 2021

Principal Owner at Calvelli Consulting

Jul 2009 - Jun 2015

VP, Global Client Strategy Practice at BUCK

Jul 2010 - Nov 2012

VP, Sales Director, National Accounts at Wells Fargo

Jul 1989 - Jul 2010

Deana started working in 1989, then the employee has changed 5 companies and 5 jobs. On average, Deana works for one company for 7 years 4 months.

Education

AB at Duke University

Frequently Asked Questions

What is Deana's minimum period of employment in the companies?

Deana's minimum period of employment in various companies is 2 years 4 months.

What is Deana's average duration of employment for different companies?

On average, Deana works for one company for 8 years 11 months

What industries has Deana worked in?

Deana works in the Financial Services. Previously, Deana worked in the Media Production, and Insurance, and Design.

What positions has Deana held before?

Previously, Deana worked as a Member, and Consultant, and Principal Owner, and VP, Global Client Strategy Practice, and VP, Sales Director, National Accounts.

How do I contact Deana?

Deana's phone number is +1-205-***-**25. Sign up to get contact details.

Who is the President & CEO of the Creative Planning?

The President & CEO of the Creative Planning is Peter Mallouk

Who are Deana's peers at other companies?

Deana's peers at other companies are Nathaniel Singer and Bukola Ajayi and James Bair

Deana Namesakes

Name
Company
Position
Deana
iDrive Fulfillment
Customer Service Specialist
Deana
Diversity and Inclusion Manager
Deana
Account Representative

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Other employees at Creative Planning

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Jim Koch
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Nikki Johnson
Investment Operations Specialist
Alec Bauer
Incoming Wealth Management & Financial Planning Intern

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