Mike McCully Email & Phone Number
Client Services Director @ New England Financial Planning Group, LLC - Company Page
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Mike McCully Location
- Boston, MA, US
Mike McCully Work
- 2020 -now Client Services Director @
- 2013 -2019 Employee Benefits Sales Manager @
- 2011 -2013 Vice President, Internal Sales @
- 2010 -2011 Regional Investment Consultant - GA and AL Wirehouses @
- 2007 -2010 AVP, Sales Desk Manager @
- 2001 -2007 Internal Sales Consultant @
- 2000 -2000 Associate Internal Sales Consultant @
- 1999 -2000 Investment Services Specialist @
- 1998 -1999 Portfolio Administrator @
Mike McCully Education
- Virginia Wesleyan College
BA (Business Management)
1996-1998
Mike McCully Skills
- Sales Management
- Customer Relationship Management (CRM)
- Business Development
- Team Leadership
- Client Relations
- Financial Planning
- Consultative Selling
- Retirement Planning
- Series 7
- Series 66
- Mutual Funds
- Asset Management
- SMA
- Series 24
- Microsoft Office
- PowerPoint
- Human Resources
- Financial Analysis
- Strategy
- Sales
- Marketing
- Investments
- Research
- Strategic Planning
- Leadership
Mike McCully Summary
- Mike McCully, based in Boston, MA, US, is currently a Client Services Director at New England Financial Planning Group, LLC - Company Page. Mike McCully brings experience from previous roles at Sun Life, Wellesley Investment Advisors, Inc., Fidelity Investments and Evergreen Investments. Mike McCully holds a 1996 - 1998 BA in Business Management @ Virginia Wesleyan College. With a robust skill set that includes Sales Management, Customer Relationship Management (CRM), Business Development, Team Leadership, Client Relations and more. Mike McCully has 4 emails and 1 mobile phone numbers on RocketReach.
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Top New England Financial Planning Group, LLC - Company Page Employees
Mike McCully
Client Services Director
Boston, MA, US
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