Ian Obrien, Creative Planning Retirement Services

Ian Obrien

Financial Wellness Consultant

Creative Planning Retirement Services

View your organizations’ collective activity with Ian to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

******* and ****** are the closest.

View Ians’ CRM data to get more info on their experience with your organization

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

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

Account Opps/Deals

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

Closed Won • Oct 24

***K $

Closed

View Ians’ best path for intro to find the best way to reach out

*** ***

Past Champion

**** ******

Colleague - Career Overlap

Use your organizations colleagues connection to reach out to Ian

**** ******

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

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

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

View people similar to Ian based on experience