AeroLeads people directory · profile

Dan Mullen, Cpa Email & Phone Number

Mortgage Consultant at Summit Home Loans
Location: Salt Lake City Metropolitan Area, United States, United States 15 work roles 2 schools
1 work email found @fairwaymc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@fairwaymc.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Summit Home Loans
Role
Mortgage Consultant
Location
Salt Lake City Metropolitan Area, United States, United States
Company size
15 employees

Who is Dan Mullen, Cpa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Dan Mullen, Cpa is listed as Mortgage Consultant at Summit Home Loans, a company with 15 employees, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fairwaymc.com and a matched LinkedIn profile for Dan Mullen, Cpa.

Dan Mullen, Cpa previously worked as Tax Strategist at Klingler And Associates Pc and Senior Tax Associate at Expert Tax Cpa. Dan Mullen, Cpa holds Master Of Accountancy, Accounting from University Of Utah - David Eccles School Of Business.

Company email context

Email format at Summit Home Loans

This section adds company-level context without repeating Dan Mullen, Cpa's masked contact details.

*@fairwaymc.com
68% confidence

AeroLeads found 1 current-domain work email signal for Dan Mullen, Cpa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Dan Mullen, Cpa

I'm currently a mortgage advisor with an active CPA license. This gives me unique advantages in helping self-employed clients qualify for mortgages since they are underwritten using tax returns instead of W2s and paystubs. I'm acutely aware of the pain and annoyance mortgage letter requests cause, so I'm on a personal crusade to help tax preparers avoid them and bridge the gap between mortgage underwriters and tax preparers.Mortgages and real estate are the best widely-available tool to help people build and protect wealth. The best part of my job is helping people buy properties as personal residences and investments. I have some proprietary tools to help clients visualize and compare returns on investment properties, even showing them how a property compares against more common investment vehicles, including mutual funds, stock portfolios, etc. My understanding of the many tax benefits of owning real estate assets are also helpful in advising clients with their real estate strategies.I have advanced capabilities in using Microsoft Office Suite, and I have personally instructed advanced Excel courses qualifying for CPA CPE credits.I am particularly interested in companies whose basic philosophy includes contributing to their communities in meaningful ways.

Listed skills include Analysis, Accounting, Time Management, Microsoft Excel, and 45 others.

Current workplace

Dan Mullen, Cpa's current company

Company context helps verify the profile and gives searchers a useful next step.

Summit Home Loans
Summit Home Loans
Mortgage Consultant
Salt Lake City, UT, US
Website
summithomeloans.com
Employees
15
AeroLeads page
Company profile
View company profile Email format
15 roles

Dan Mullen, Cpa work experience

A career timeline built from the work history available for this profile.

Tax Strategist

Current
Klingler And Associates Pc

CPA specializing in real estate- investors and agents. I know how to prepare self-employed people and real estate investors for mortgage qualification.

Nov 2023 - Present

Mortgage Consultant

Current
Summit Home Loans

Kaysville, Utah, US

Jan 2023 - Present

Senior Tax Associate

Expert Tax Cpa

Tax Strategy and Preparation with an emphasis on real estate. Unique expertise in preparing returns for self-employed clients who plan to qualify for mortgages within the next 2 years. Accepting LIMITED number of clients.

Sep 2022 - Nov 2023

Senior Assurance Professional

Cla (Cliftonlarsonallen)

US

-Lead teams in audits, reviews, and compilations specializing in captive insurance and construction engagements

Jul 2020 - May 2022

Sr Rmis Administrator/Accounting Mgr/Financial Analyst

Valuehealth Llc

Overland Park, Kansas, US

-Implement, automate, and administrate a Risk Management Information System (Marsh ClearSight/CSSTARS) for insurance and claims administration for a $1 Billion network of over 80 healthcare facilities-Oversee and test data migration from legacy systems to our new systems-Create and automate RMIS-generated reports using data analysis and.

Sep 2016 - Oct 2021

Audit Professional

Wsrp, Llc

Salt Lake City, UT, US

-Perform financial audit, review, and compliation procedures from start to finish in the following industries: -Multi-unit real estate, including HUD and Low Income Housing Tax Credit compliance -Government/Municipalities -Print advertising -Environmental services-Assist a new software startup company in developing SOC report generation software

Oct 2015 - Sep 2016

Risk Assurance Experienced Associate

Pwc

GB

- Identify and test Information Technology General Controls (ITGCs) including logical access, program change management, and computer operations in both an internal and external audit roles- Identify and test Business Process controls including payroll, revenue, fixed assets, purchasing to payables in both internal and external audit roles- Test key.

Jul 2014 - Oct 2015

Lead Alarm Technician

Vision Security

-Oversee installations and service in northern Utah-Strict compliance to state and company regulations-Explain complicated procedures in a simple way to everyday customers

Jun 2011 - Dec 2014

Masters Student

University Of Utah

Master of Accounting with Information Systems emphasis

Jan 2013 - Dec 2013

Risk Assurance Intern

Pwc
Jun 2013 - Aug 2013
Team & coworkers

Colleagues at Summit Home Loans

Other employees you can reach at summithomeloans.com. View company contacts for 15 employees →

KH Kate Harrison Kate Harrison Colleague at Summit Home Loans Kaysville, Utah, United States, United States View → RC R.J. Colosimo R.J. Colosimo Colleague at Summit Home Loans Salt Lake City Metropolitan Area, United States View → MW Mitch Wilkes Mitch Wilkes Colleague at Summit Home Loans Salt Lake City Metropolitan Area, United States View → RL Ridge Lewis Ridge Lewis Colleague at Summit Home Loans Farmington, Utah, United States, United States View → CH Christian Hall Christian Hall Colleague at Summit Home Loans American Fork, Utah, United States, United States View → JH Jill Hardman Jill Hardman Colleague at Summit Home Loans Ephraim, Utah, United States, United States View → BC Brayden Chilcote Brayden Chilcote Colleague at Summit Home Loans Kaysville, Utah, United States, United States View → DL Dane Langpap Dane Langpap Colleague at Summit Home Loans Salt Lake City Metropolitan Area, United States View → AC Ashley Collier Ashley Collier Colleague at Summit Home Loans Draper, Utah, United States, United States View →
2 education records

Dan Mullen, Cpa education

Master Of Accountancy, Accounting

University Of Utah - David Eccles School Of Business

Bachelor'S Degree, Liberal Arts And Sciences, General Studies And Humanities

Utah State University
FAQ

Frequently asked questions about Dan Mullen, Cpa

Quick answers generated from the profile data available on this page.

What company does Dan Mullen, Cpa work for?

Dan Mullen, Cpa works for Summit Home Loans.

What is Dan Mullen, Cpa's role at Summit Home Loans?

Dan Mullen, Cpa is listed as Mortgage Consultant at Summit Home Loans.

What is Dan Mullen, Cpa's email address?

AeroLeads has found 1 work email signal at @fairwaymc.com for Dan Mullen, Cpa at Summit Home Loans.

Where is Dan Mullen, Cpa based?

Dan Mullen, Cpa is based in Salt Lake City Metropolitan Area, United States, United States while working with Summit Home Loans.

What companies has Dan Mullen, Cpa worked for?

Dan Mullen, Cpa has worked for Summit Home Loans, Klingler And Associates Pc, Expert Tax Cpa, Fairway Independent Mortgage Corporation, and Cla (Cliftonlarsonallen).

Who are Dan Mullen, Cpa's colleagues at Summit Home Loans?

Dan Mullen, Cpa's colleagues at Summit Home Loans include Kate Harrison, R.J. Colosimo, Mitch Wilkes, Ridge Lewis, and Christian Hall.

How can I contact Dan Mullen, Cpa?

You can use AeroLeads to view verified contact signals for Dan Mullen, Cpa at Summit Home Loans, including work email, phone, and LinkedIn data when available.

What schools did Dan Mullen, Cpa attend?

Dan Mullen, Cpa holds Master Of Accountancy, Accounting from University Of Utah - David Eccles School Of Business.

What skills is Dan Mullen, Cpa known for?

Dan Mullen, Cpa is listed with skills including Analysis, Accounting, Time Management, Microsoft Excel, Access, Critical Thinking, Leadership, and Teaching.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.