Daniel Mullaney Email & Phone Number

Lincoln RI

• Educate and provide financial guidance for high-net-worth clients.
• Expand client relationships by uncovering needs and providing financial solutions.
• Execute and document security trades for self-directed clients.
• Registered securities broker, Series 7 and Series 66.

Mount Laurel, New Jersey, United States

• Analyze and enter client information to advise, recommend, and sell mortgage product that best serves customers’ needs in inbound/outbound call center.
• Maintain and utilized extensive working knowledge of regulations and underwriting guidelines for Conventional, Jumbo, FHA, and VA mortgage products.
• Reduce costs by creating high quality applications with minimal defects.
• Increase revenue by consistently exceeding company standards for lead creation, sales and closings.
• Licensed in 22 states.

Uxbridge, Massachusetts, United States

• Managed a high-volume drug store/pharmacy recording ten million dollars in sales per year.
• Promoted five times to manage higher volume stores.
• Recruited, selected, and developed management team and staff of 40-50 employees.
• Maintained high standards for customer service and store appearance.

Brockton, Massachusetts, United States

• Administered all aspects of purchasing for major categories in 150 stores.
• Evaluated, negotiated, and presented new products and vendors.
• Mediated conflicts between supervisors, managers, and vendors.
• Marketed and advertised weekly sales.
• Managed gas station/convenience store/delicatessen employing up to 20 people.