Patrick Mulheran serves as Managing Principal for the Highland Capital Brokerage–Heartland Office. 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 will be building the Heartland office by finding and recruiting top notch sales professionals so that they can cater to the needs of HCB Heartland’s institutional partners as well as their high end life insurance producer relationships. Patrick will also continue to manage the advisor and center of influence relationships he has cultivated while at Highland over the last 10 years.
Prior to joining Highland Capital Brokerage, Patrick spent several years working for one of the premier life insurance company’s 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.
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