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    Terry Mullen

    Co-Founder at Truelytics, Inc.

    Terry Mullen is a seasoned business executive, entrepreneur, and board member with extensive experience in the financial services industry.1 He co-founded Truelytics, a business intelligence platform for wealth management enterprises, and served as its CEO from August 2016 to August 2022.12

    Key points about Terry Mullen's career:

    1. Current role: Chief Revenue Officer (CRO) at Windrose Advisors since August 2022.1

    2. Previous positions:

      • CEO of Truelytics (August 2016 - August 2022)1
      • Senior Vice President, U.S. Distribution at Sun Life Financial (October 2008 - August 2014)1
      • President and CEO of Lincoln Financial Distributors (June 2003 - October 2008)1
      • SVP at AIG (1996 - 2003)1
    3. Education: Bachelor's Degree in Marketing with a concentration in Finance from the University of Delaware (1983 - 1987).1

    4. Expertise: Terry is known for his expertise in international expansion, distribution models, and strategic partnerships in the financial services sector.1

    5. Achievements at Truelytics:

      • Led the company to over 600% growth in 20182
      • Developed a platform that became the largest database of online business e-health records for financial services in the U.S.2
      • Truelytics was later acquired by Envestnet to enhance their platform.3

    Terry Mullen is recognized for his strategic vision, entrepreneurial spirit, and ability to navigate the complexities of the financial services landscape.3

    Highlights

    Recruiting and Retaining Financial Advisors with Terry Mullen
    [PDF] Q&A with Terry Mullen, CEO and Founder of Truelytics the leading ...
    Jan 1 · fispoke.com
    Team | Fispoke
    Team | Fispoke
    Terry Mullen | Team - Arsenal Capital Partners

    Related Questions

    What inspired Terry Mullen to co-found Truelytics?
    How has Terry Mullen's career evolved over the years?
    What are some key achievements of Terry Mullen in his role at Truelytics?
    How does Truelytics' business intelligence platform benefit wealth management firms?
    What strategies does Terry Mullen use for marketing and outreach at Truelytics?
    Terry Mullen
    Terry Mullen, photo 1
    Terry Mullen, photo 2
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    Location

    Newtown Square, Pennsylvania, United States