Joseph Mulcahy
TPA Retirement Plan Counselor
- Role
- Tpa Retirement Plan Counselor at Capital Group
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Tpa Retirement Plan Counselor
Jun 2016 — Present · Los Angeles, CA, US
Education
Golden Gate University
BA
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Competitive Analysis
- Relationship Management
- Trading
- Series 55
- Investments
- Financial Advisory
- Retirement
- Fixed Annuities
- Brokerage
- Wealth Management
- Defined Benefit
- Series 63
- Series 7
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