MM

Michael Mooney

Advisor Services Associate at GeoWealth

Michael Mooney is an experienced professional in the financial services industry, currently serving as an Advisor Services Associate at GeoWealth since August 2025. Prior to this role, Michael held various positions at Freedom Advisors, including Senior Premier Relationship Manager and Internal Business Consultant, and worked as a Regional Relationship Manager at AssetMark. Early career experiences include roles as a Bank Teller at Union Bank and as a Sales Associate at Whitewater Voyages. Michael's background also includes a summer internship at Goldman Sachs in the Regulatory Reporting Group and experience as a Lab Assistant at BPR Health International. Michael earned a Bachelor of Arts in History from the University of California, Berkeley, between 2005 and 2009.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices


GeoWealth

GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.


Industries

Employees

51-200

Links