Thomas Mullen Email & Phone Number
Partner and COO and Senior Wealth Management Advisor @ Breakwater Capital Group
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Thomas Mullen Location
- Boston, MA, US
Thomas Mullen Work
- Partner and COO and Senior Wealth Management Advisor @ (July 2023 - Present)
- Chief Operating Officer @ (February 2023 - July 2023)
- VP, Branch Leader @ (June 2020 - February 2023)
- Assistant Branch Manager @ (March 2015 - May 2020)
- Managed Accounts, Regional Sales Director @ (November 2011 - March 2015)
- Sr. Investment Consultant @ (February 2007 - December 2011)
- Financial Planning Consultant @ (November 2001 - February 2007)
Thomas Mullen Education
- Boston College
Bachelors (Marketing)
Thomas Mullen Skills
- Risk Management
- Team Management
- Sales Management
- Investments
- Financial Services
- Financial Planning
- Series 9
- Series 10
- Series 7
- Series 66
- Coaching
- Finance
- Marketing
- Business Analysis
- Microsoft Excel
- Leadership
- New Business Development
- Insurance
- Sales
- Customer Satisfaction
- Management
- Sales Process
- Customer Retention
- Underwriting
- Recruiting
- Property and Casualty Insurance
- Brokers
- Problem Solving
- Pricing
- Market Planning
- Real Estate
- Sales Hunter
- First Time Home Buyers
- First Time Home Sellers
- Real Estate Transactions
- Real Estate License
- Seller Representation
- Buyer Representation
- Working with Brokers
- Customer Service
- Proposal Writing
- Relocation Buyers
- Move Up Buyers
- Buyer's Agent
- Buyer Education
Thomas Mullen Summary
- Thomas Mullen, based in Boston, MA, US, is currently a Partner and COO and Senior Wealth Management Advisor at Breakwater Capital Group. Thomas Mullen brings experience from previous roles at The Jones Group and Fidelity Investments. Thomas Mullen holds a Bachelors in Marketing @ Boston College. With a robust skill set that includes Risk Management, Team Management, Sales Management, Investments, Financial Services and more. Thomas Mullen has 2 emails and 1 mobile phone numbers on RocketReach.
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