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Michael Mulligan Location
New Jersey, United States
Michael Mulligan Work
2025 -now Tax Specialist @
2010 -now Vice President, CFP, CRPC @
Michael Mulligan Education
Saint Peter's University
Bachelors
1971-1975
Michael Mulligan Skills
Series 7
Series 63
Wealth Management
Retirement Planning
Mutual Funds
Investments
Retirement
Portfolio Management
Financial Analysis
Asset Management
Asset Allocation
Credit Analysis
Commercial Lending
Team Building
Strategic Planning
Sales
Project Management
Marketing
Finance
Financial Advisory
Investment Advisory
Investment Strategies
Financial Services
Estate Planning
Securities
Michael Mulligan Summary
Michael Mulligan, based in New Jersey, United States, is currently a Tax Specialist at Intuit. Michael Mulligan brings experience from previous roles at Merrill Lynch. Michael Mulligan holds a 1971 - 1975 Bachelors @ Saint Peter's University. With a robust skill set that includes Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds and more. Michael Mulligan has 3 emails and 2 mobile phone numbers on RocketReach.
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