Terry Mullen

Terry Mullen is a distinguished business executive, entrepreneur, and board member with extensive expertise in the financial services industry. Terry's professional journey is defined by his strategic vision and unwavering commitment to excellence. He has adeptly navigated the complexities of the financial services landscape, leveraging his expertise to offer strategic guidance and foster robust relationships with Financial Advisors. His profound market understanding, combined with his entrepreneurial spirit, has enabled him to spearhead initiatives that align with industry trends and client needs.

​

Throughout his illustrious career, Terry has held several prominent roles that demonstrate his ability to manage and expand business operations. He was the co-founder and CEO of Truelytics, a SaaS platform for financial advisors designed to benchmark and accurately value their practices. Truelytics was later acquired by Envestnet to enhance their platform. Additionally, Terry served as the President and CEO of Lincoln Financial Distributors and the Senior Vice President of US Distribution at Sun Life Financial, where he played a pivotal role in elevating both companies within the financial services sector.

​

Terry is a highly respected figure in his field, continually influencing and shaping the industry with his innovative approach and entrepreneurial spirit.