Co-Founder at Truelytics @ (August 2016 - August 2022)
Senior Vice President, U.S. Distribution @ (October 2008 - August 2014)
President and CEO @ (June 2003 - October 2008)
SVP @ (January 1996 - December 2003)
Terry Mullen Education
University of Delaware
Bachelor’s Degree (Marketing with a concentration in Finance)
1983-1987
Terry Mullen Skills
Employee Benefits
Sales Management
Finance
Marketing Strategy
Asset Management
New Business Development
Budgets
Series 63
Real Estate
Customer Service
Retirement
Entrepreneurship
Wealth Management
Strategic Partnerships
Series 7
Strategy
Financial Services
Financial Planning
REIT
Business Development
Mutual Funds
Investments
Life Insurance
Retirement Planning
Strategic Planning
Fixed Annuities
Sales
Disability Insurance
Insurance
Marketing Communications
Management
Microsoft Excel
Relationship Management
Leadership
Social Media
Microsoft Word
Project Management
Microsoft Office
Terry Mullen Summary
Terry Mullen, based in Delray Beach, FL, US, is currently a Chief Revenue Officer (CRO) at Fispoke™. Terry Mullen brings experience from previous roles at Windrose Advisors, Truelytics and Sun Life Financial. Terry Mullen holds a 1983 - 1987 Bachelor’s Degree in Marketing with a concentration in Finance @ University of Delaware. With a robust skill set that includes Employee Benefits, Sales Management, Finance, Marketing Strategy, Asset Management and more. Terry Mullen has 1 emails and 2 mobile phone numbers on RocketReach.
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