Dan Mullaney
Questioner · DISC type cDan Mullaney is a Financial Advisor with Capital Planners, where he helps clients achieve financial balance. He leverages a disciplined, mission-oriented mindset from his prior service as a Marine Corps NCO to create clear, well-designed strategies. He attended Ohio University and holds Series 6, Life, and Health licenses.
His military background informs his commitment to service and community. Dan is active in supporting fellow veterans and participates in local charity events for military support organizations. This dedication to others is a cornerstone of both his professional and personal life.
Before entering finance, Dan served as a Non-Commissioned Officer (NCO) in the United States Marine Corps.
Read the full overview →How Dan shows up
They prefer to fully evaluate every situation. It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.
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Dan has no verified education history
DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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