Mitchell Horan

Mitchell Horan has a diverse work experience spanning over several decades. Mitchell started their career at Prudential Financial in 1990 as a Vice President, where they were responsible for regional sales and support activities for mutual fund investment products and employee benefit plan programs. Mitchell achieved significant growth in assets raised and earned top rankings in production of qualified plan assets and mutual fund and variable annuity assets sold.

In 1992, Horan joined Morgan Stanley as Vice President of Retirement Plan Services. Mitchell supported Morgan Stanley's financial advisors in selling 401(k) and other defined contribution plans, consistently ranking as the top producer in sales and proposal generation. Mitchell consistently achieved annual increases in production and distribution.

From 1999 to 2003, Horan served as National Sales Director at Morgan Stanley. Mitchell managed and motivated a geographically diverse team of Regional Sales Coordinators, overseeing all internal marketing support materials and personnel. Mitchell successfully increased sales and distribution annually.

Horan then moved on to become a Brokerage Division/Regional First Vice President at Morgan Stanley from 2004 to 2006. Mitchell executed consultative sales and marketing programs with entities such as mutual funds, SMA's, insurance products, and model portfolio solution providers in the Northeast. Mitchell developed and implemented sales promotions, investment strategies, and business plans to increase market penetration.

From 2007 to 2016, Horan worked at BlackRock as a Vice President. Mitchell was responsible for the development, execution, and product sales of BlackRock's DCIO and Individual Retirement program. Mitchell led the sales team and achieved sales leadership, exceeding assigned goals by wholesaling Investment-Only products in the corporate retirement space annually. Mitchell also provided guidance on investment management reviews, product placement, and prospecting.

Horan then joined TIAA in 2017 as Director of Institutional Solutions & Relationships. In this role, they contributed to building and maintaining relationships with institutional clients.

Most recently, Horan joined Edyoucore Sports & Entertainment in 2019 as the Director of Consulting Services. Mitchell is a charter member of this start-up initiative, educating and empowering professional athletes and entertainers through financial literacy. Mitchell oversees the development and delivery of personalized, consultative, and educational reports for clients. Mitchell manages a team of financial, accounting, and management experts and conducts one-on-one reviews and consulting sessions with clients.

Mitchell Horan has a Bachelor's Degree in Business Administration/Marketing from Marist College. Mitchell also has additional certifications in AIF and ARPC, but no information is available regarding the institutions or the specific months and years of obtaining these certifications.