James Mullen's Location
Westmont, IL, US
James Mullen's Work
- LPL Financial Advisor @ Exemplar Financial Network, LLC
- Financial Advisor @ Exemplar Financial Network, LLC
- Vice President and Trust Officer @ Hinsbrook Bank and Trust
- Assistant Vice President and Trust Officer @ Harris Trust and Savings Bank
- Vice President @ Barclays Corporate & Investment Bank
- Manager, Trust Investments @ Baxter International Inc.
- Pension Finance Officer @ Chicago Transit Authority
James Mullen's Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
MBA (Finance)
1981 - 1983 - St. Norbert College
BBA (Business Management)
1974 - 1976 - Notre Dame High School1969 - 1971
- Queen of All Saints1961 - 1968
James Mullen's Skills
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Small Business
- Retirement
- Wealth Management
- Investment Strategies
- Investments
- Financial Analysis
- Asset Allocation
James Mullen's Summary
James Mullen, based in Westmont, IL, US, is currently a LPL Financial Advisor at Exemplar Financial Network, bringing experience from previous roles at Exemplar Financial Network, Hinsbrook Bank and Trust, Harris Trust and Savings Bank and Barclays Capital. James Mullen holds a 1981 - 1983 MBA in Finance @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Estate Planning, Small Business, Retirement and more, James Mullen contributes valuable insights to the industry. James Mullen has 4 emails and 1 mobile phone number on RocketReach.
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