Shane Mulligan Email & Phone Number
Wealth Management Advisor @ Clear Path Financial
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Shane Mulligan Location
- Horsham, PA, US
Shane Mulligan Work
- Wealth Management Advisor @ (September 2025 - Present)
- Senior Managing Associate and Financial Advisor @ (May 2018 - Present)
- Growth and Development Director @ (April 2018 - May 2018)
- Financial Advisor @ (September 2013 - May 2018)
- College Internship Director @ (September 2013 - April 2018)
- Financial Representative @ (February 2013 - September 2013)
- Financial Representative Intern @ (May 2011 - August 2012)
Shane Mulligan Education
- The American College of Financial Services
Chartered Financial Consultant (ChFC®)
2015-2016 - The American College of Financial Services
Chartered Life Underwriter (CLU®)
2016 - University of Delaware
Bachelor of Science (B.S.) (Accounting and Finance)
- Alfred Lerner College of Business & Economics at University of Delaware
Bachelor of Science (B.S.) (Finance)
- Hatboro-Horsham High School
Activities and societies: -National Honors Society
Shane Mulligan Skills
- 401k
- Annuity Sales
- Asset Management
- Bloomberg Terminal
- ChFC
- Coverdell
- Disability Insurance
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- Income For Life
- Insurance
- Insurance Brokerage
- Investments
- Iras
- Leadership
- Life & Health Insurance Licenses
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Rollovers
- Roth Ira
- Securities
- Sep Ira
- Series 63
- Series 7
- Simple Ira
- Small Business
- Tax Free Income
- Term Life Insurance
- Traditional Ira
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Long Term Care
- Services
- Life And Health Insurance Licenses
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 in ChFC® @ The American College of Financial Services. With a robust skill set that includes 401k, Annuity Sales, Asset Management, Bloomberg Terminal, ChFC and more. Shane Mulligan has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Shane Mulligan?
Find contact details for 700 million professionals.
Others Named Shane Mulligan
Shane Mulligan
Head of Corporate Planning
United States
Shane Mulligan
Production Director
Dublin, IE
Shane Mulligan
Wealth Management Advisor
Horsham, PA, US
Shane Mulligan
Major Account Manager
Canberra, ACT, AU
Top Clear Path Financial Employees
Rick Purvis
New Business Coordinator
Philadelphia, PA, US
Brandon Levithan
Co-Founder and Managing Director of Financial Strategies
Philadelphia, PA, US
Shane Mulligan
Wealth Management Advisor
Horsham, PA, US
Richard Botta
Financial Professional
Fort Lauderdale, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co