Bo Millett, Commonwealth Planning Group | Find your best path for intro

Bo Millett

Financial Planner

🏢 Job Change

(a month ago)

Commonwealth Planning Group

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Last interaction was ** days ago.

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CRM Data

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Account Type****** ********

Account Owner******** ****

Account Opps/Deals

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Closed Won • Feb 25

***K $

Closed

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Past Champion

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Bos’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

**** ********

Worked in the same department at *** together from 2021-2024

Bos’ Past Experience

Commonwealth Planning Group
Financial Planner
Apr 25 - Present
J P Morgan
Investment Associate
Jul 23- Apr 25
First Republic
Client Service Associate
Jul 22- Jul 23

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