T.j. Whalen

T.J. Whalen has extensive work experience in the financial industry. T.J. started their career in 1998 as a Company Commander in the US Army and served in this role until 2000. Following their military service, they joined Edward Jones as a Registered Representative/Broker, where they successfully built a multi-million dollar book of business in less than a year. In 2002, Whalen joined Financial Independence Group as a Life Insurance Sales Consultant. T.J. later became the Vice President of Sales in the Life Insurance Division, a position they held until the present. Throughout their career, Whalen has demonstrated expertise in building strong relationships, recruiting clients, and utilizing various financial instruments such as mutual funds, stocks, annuities, and life insurance.

T.J. Whalen's education history begins in 1988 when they attended Carroll High School. T.J. completed their high school education there in 1991. Later, from 1992 to 1995, they attended the University of Dayton and obtained a Bachelor of Arts degree in Accounting. There is no further information available regarding their time at the university, such as the field of study within Accounting and Finance. In 2000, T.J. Whalen attended NASD and completed a certification in Series 7 and Series 63. The specific field of study for this certification is not specified. Lastly, in 1999, they attended the US Army War College, but there is no information provided about their degree or field of study during that time.