Michael Mooney Email & Phone Number
Managing Partner @ Pilot Financial
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Michael Mooney Location
- Columbia, MD, US
Michael Mooney Work
- 2012 -now Managing Partner @
- 2002 -2012 Partner @ Premier Planning Group
- 1985 -2002 Manager and Advisor @
- 1984 -1985 Branch Representative @ Second National Bank of Maryland
Michael Mooney Education
- University of Delaware
Business (Finance/Marketing)
1981-1985 - Mount Hebron High School 1977-1981
Michael Mooney Skills
- 401k
- Retirement Planning
- Strategic Financial Planning
- Life Insurance
- Estate Planning
- Series 7
- Financial Advisory
- Employee Benefits
- Financial Services
- Securities
- Investments
- Fixed Annuities
- Insurance
- Retirement
- Mergers & Acquisitions
- Investment Advisory
- Disability Insurance
- Series 63
- Long-term Care
- Mutual Funds
- Asset Management
- Wealth Management
- Alternative Investments
- Series 6
- IRAs
- Asset Allocation
- Small Business
- Investment Strategies
- Strategic Planning
- Asset
- Investment Management
- Financial Analysis
- Defined Benefit
- Executive Management
- Portfolio Management
- Finance
- Due Diligence
- Series 65
- Term Life Insurance
- Estate Tax Planning
- Exit Strategies
- Health Savings Accounts
- Financial Planning
- Commercial Lending
- 401(k) Retirement Savings Plans
- Planning
- 401K Retirement Savings Plans
- Long Term Care
- Mergers and Acquisitions
- 401 Retirement Savings Plans
Michael Mooney Summary
- Michael Mooney, based in Columbia, MD, US, is currently a Managing Partner at Pilot Financial Advisors. Michael Mooney brings experience from previous roles at Premier Planning Group, AXA Advisors and Second National Bank of Maryland. Michael Mooney holds a 1981 - 1985 Business in Finance/Marketing @ University of Delaware. With a robust skill set that includes 401k, Retirement Planning, Strategic Financial Planning, Life Insurance, Estate Planning and more. Michael Mooney has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Pilot Financial Employees
Brittany Lehnhoff
Life Insurance Agent
Owings Mills, MD, US
Gregory Smith
Partner
Greensboro, NC, US
Michael Mooney
Managing Partner
Columbia, MD, US
Christopher Roney
Director of Field Development
Greensboro, NC, US
Daryl King
Partner and Director of Business Development
Canonsburg, PA, US
Scott Daniel
Financial Advisor
Washington, DC, US
Anne Cooper
Administrative Assistant
North Carolina, United States
Ej O'Keeffe
Financial Advisor
North Carolina, United States
Cameron Roney
Financial Advisor
Greensboro, NC, US
Katelyn Fryar
Director of Business Processing
Greensboro, NC, US
Dottie Precious
Customer Experience Manager
Lynchburg, VA, US
Stephanie Demetrelis
Compliance and Risk Management Director
High Point, NC, US
Justin McClendon
Director of Strategic Growth
North Carolina, United States
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