Brian Whelehan, CLU, ChFC in

Brian Whelehan, CLU, ChFC

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VP, Global Specialty Markets at M Financial Group
📍 New York City Metropolitan Area, United States

Brian Whelehan is the VP of Global Specialty Markets at M Financial Group, where he specializes in consulting and distribution for the international financial services industry. He is a strategic planner skilled in executing growth plans and holds a certification in the Application of AI and InsurTech.

Brian was a featured panelist at the International Tax and Estate Planning Conference, speaking on the topic of "Global Mobility and the Private Client."

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Experience
23 Years
Current Role
VP, Global Specialty Markets
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Global Wealth Solutions
Focuses on providing solutions to high-net-worth (HNW) clients of major international banks, insurers, and trust companies.
AI in InsurTech
Holds a certification in the "Application of AI, InsurTech, and RE Technology," indicating a professional interest in financial technology.
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Career

Work history

1-2025
VP, Global Specialty Markets
M Financial Group
1-2003 - 1-2025
Executive VP - Director of Strategy
AG Transnational, Ltd.
Vice President - Product Director
AG Transnational, Ltd.
Product Director
The Affinitas Group LP.
In the press

Media appearances

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Education
Education details unavailable
Providence College
Chartered Life Underwriter
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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