Shane Mulligan Email & Phone Number
Wealth Management Advisor @ Clear Path Financial
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Shane Mulligan Location
- Horsham, PA, US
Shane Mulligan Work
- 2025 -now Wealth Management Advisor @
- 2018 -now Senior Managing Associate and Financial Advisor @
- 2018 -2018 Growth and Development Director @
- 2013 -2018 Financial Advisor @
- 2013 -2018 College Internship Director @
- 2013 -2013 Financial Representative @
- 2011 -2012 Financial Representative Intern @
Shane Mulligan Education
- The American College of Financial Services
Chartered Financial Consultant, ChFC®
2015-2016 - Hatboro-Horsham High School
Chartered Life Underwriter, CLU®
2016 - The American College of Financial Services 2016
- University of Delaware
- University of Delaware - Lerner College of Business and Economics
Shane Mulligan Skills
- Leadership
- Estate Planning
- Financial Advisory
- Income For Life
- Series 63
- Financial Planners
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Finance
- 401k
- Insurance Brokerage
- Rollovers
- Roth IRA
- Financial Services
- Coverdell
- Wealth Management
- Life Insurance
- Mutual Funds
- Simple IRA
- ChFC
- Bloomberg Terminal
- SEP IRA
- Risk Management
- Wealth Accumulation
- Asset Management
- Long Term Care
- Disability Insurance
- Financial Analysis
- Wealth
- Long Term Care Insurance
- Small Business
- Traditional IRA
- Term Life Insurance
- Retirement
- Services
- Life And Health Insurance Licenses
- Annuity Sales
- Series 7
- Employee Benefits
- Securities
- Tax Free Income
Shane Mulligan Summary
- Shane Mulligan, based in Horsham, PA, US, is currently a Wealth Management Advisor at Clear Path Financial. Shane Mulligan brings experience from previous roles at Vista Wealth Solutions and Northwestern Mutual. Shane Mulligan holds a 2015 - 2016 Chartered Financial Consultant, ChFC® @ The American College of Financial Services. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Income For Life, Series 63 and more. Shane Mulligan has 1 emails and 2 mobile phone numbers on RocketReach.
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