Patrick Mulheran serves as Managing Principal for Highland Capital Brokerage. Patrick brings 15 years of experience in the financial services industry, 12 of which have been focused on advanced life insurance planning. One of his primary focuses is finding and recruiting top notch sales professionals to cater to the needs of Highland’s institutional partners as well as their high-end life insurance producer relationships. Patrick also manages the advisor and center of influence relationships he has cultivated while at Highland over the last 10 years.
Prior to joining Highland, Patrick spent several years working for one of the premier life insurance companies fulfilling the needs of their high-end life insurance producers as well as general agents. Patrick travelled nationally, conducting seminars and presentations to large audiences on subject matters such as advanced planning techniques as well as case design niches.
Patrick holds a Bachelor of Arts Degree in Business Administration-Entrepreneurial Studies from the University of St. Thomas, St. Paul, Minnesota. He has also successfully completed FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) and Series 63 (Uniform Securities Agent State Law Examination) examinations for variable product sales.
Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.