Janet Mullaney

Senior Leader Client Services

Janet Mullaney is an experienced Investment Consultant and Senior Client Service Leader with a robust history in the financial services industry. They have developed skills in Business Relationship Management, Risk Management, and KYC, while also excelling in Customer Service. Janet holds an Associate of Arts and Sciences (A.A.S.) in Criminal Justice and Corrections from Bristol Community College and is currently pursuing a Bachelor's degree in Finance and Financial Planning. Their career includes positions at prominent firms such as Bank of America, Fidelity Investments, and Merrill Edge, showcasing their expertise in client relations and investment consultancy.

Location

Warren, United States

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