1. Terrence Mulcahy
5401 N. Kent Avenue  Milwaukee WI, 53217  (414) 861-0156  tmulcahy@wi.rr.com
SUMMARY
Sincere dedicated employee with ambition to succeed. Been highly successful in the financial
services area but willing to accept new challenges. Work well with team members while staying on
track on an individual basis.
QUALIFICATIONS
• Extensive knowledge of both investment and insurance area
• Proven sales performer with expertise in cultivating new customers
• Excellent communication skills, particularly in customer development
• Outstanding organizational, multitasking and problem solving skills
BUSINESS EXPERIENCE
• 2010-2013 BMO Financial Advisors Wauwatosa, WI
o Financial Advisor
 Create financial plans that include: financial statement preparation and analysis.
Investment planning, income tax planning, education planning. Risk
management, insurance, retirement planning, estate planning, and employee
benefit planning
 Extensive use of managed money, money managers, separate accounts,
variable annuities, and mutual funds
 Prospect and develop new clientele
• 1996-2010 Robert W. Baird & Co. Milwaukee, WI
o Senior Vice President of Investments, Senior Investment Consultant
 Create financial plans that include: financial statement preparation and analysis.
Investment planning, income tax planning, education planning. Risk
management, insurance, retirement planning, estate planning, and employee
benefit planning
 Extensive use of managed money, money managers, separate accounts,
variable annuities, and mutual funds
 Prospect and develop new clientele
AWARDS
• Robert W. Baird Rookie of the Year
• Member of Robert W. Baird Team of the Year
EDUCATION
• University of Wisconsin Milwaukee
o Bachelor of Business Administration Degree
• Investment Counsel Program at the University of Chicago Graduate School of Business
• Certified for life insurance, annuity insurance and health insurance
• National Association of Securities Dealer: Financial Industry
o Series 7
PERSONAL
• Married with four children