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David Mullan Location
Philadelphia, PA, US
David Mullan Work
Senior Vice President; Head of Operations @ (May 2018 - Present)
Director of Client Operations @ (May 2007 - Present)
Vice President @ (January 1996 - January 2007)
David Mullan Education
Penn State University
Bachelor of Arts (B.A.)
1991-1995
David Mullan Skills
Wealth Management
Securities
Equities
Mutual Funds
Fixed Income
Asset Management
Investments
Asset Allocation
Portfolio Management
Morningstar
Investment Advisory
Hedge Funds
Alternative Investments
Financial Services
Finance
Broker-Dealer Compliance
Broker-Dealer Operations
Budget Management
Business Process Improvement
Client Services
Communication
Cross-functional Team Leadership
Customer Service
Customer Service Management
Customer Service Operations
Executive Management
Financial Advisory
Financial Policies
Key Metrics
Key Performance Indicators
Leadership
Management
Operational Excellence
Operational Planning
Operations Management
Organizational Leadership
P&L Management
Problem Solving
Process Engineering
Process Orientation
Program Management
Project Management
Regulatory Compliance
Strategic Thinking
Strategy
Team Leadership
Team Management
Thought Leadership
Trading
Workflow Management
Microsoft Excel
Business Development
Series 63
Series 7
Business Strategy
Sales
David Mullan Summary
David Mullan, based in Philadelphia, PA, US, is currently a Senior Vice President; Head of Operations at Janney Montgomery Scott LLC. David Mullan brings experience from previous roles at Janney Montgomery Scott LLC and Morgan Stanley. David Mullan holds a 1991 - 1995 Bachelor of Arts (B.A.) @ Penn State University. With a robust skill set that includes Wealth Management, Securities, Equities, Mutual Funds, Fixed Income and more. David Mullan has 3 emails and 2 mobile phone numbers on RocketReach.
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