Michael Whalen Email & Phone Number
Regional Account Manager @ Trupay
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Michael Whalen Location
- Saint Paul, MN, US
Michael Whalen Work
- Regional Account Manager @ (January 2014 - Present)
- Investment Consultant @ (September 2007 - August 2012)
- Sr. Financial Consultant and Team Leader @ (February 2005 - September 2007)
- Registered Representative @ (January 2002 - January 2005)
Michael Whalen Education
- St. Lawrence University
- University of North Dakota
Bachelor of Arts (Advertising and Public Relations)
Michael Whalen Skills
- Lead development, maintaining accounts, and generating new business
- Series 7
- Retirement Planning
- Series 66
- Mutual Funds
- Investments
- Fixed Annuities
- 401k
- Asset Allocation
- Strategic Financial Planning
- Series 65
- Managing Accounts
- Maintaining Accounts
- Microsoft Excel
- Generating New Business
- Lead Development
- Services
- Team Leadership
- Financial Services
- Sales
- Training
Michael Whalen Summary
- Michael Whalen, based in Saint Paul, MN, US, is currently a Regional Account Manager at TRUPAY. Michael Whalen brings experience from previous roles at TD Ameritrade, Ameriprise Financial Services, Inc. and Principal Financial Group. Michael Whalen holds a St. Lawrence University. With a robust skill set that includes Lead development, maintaining accounts, and generating new business, Series 7, Retirement Planning, Series 66, Mutual Funds and more. Michael Whalen has 1 mobile phone numbers on RocketReach.
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