Andrew Sullivan Email & Phone Number
Vice President, Private Wealth Advisor @ Rockefeller Capital Management
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Andrew Sullivan Location
- Cincinnati, OH, US
Andrew Sullivan Work
- 2021 -now Vice President, Private Wealth Advisor @
- 2011 -2021 Senior Financial Advisor, Vice President @
- 2011 -2011 Personal Banker @
- 2009 -2011 Internal Wholesaler @ Fifth Third Asset Management
Andrew Sullivan Education
- Xavier University
Certificate in Financial Planning (Certificate in Financial Planning)
2013-2013 - University of Dayton
Bachelor's Degree (Bachelor's Degree)
2005-2009 - Elder High School
High School (High School)
2001-2005
Andrew Sullivan Skills
- Leadership
- Microsoft Excel
- Management
- Microsoft Office
- Financial Advisory
- Investment Strategies
- Financial Services
- Finance
- Retirement Cash Flow
- Retirement Planning
- Wealth Management
- Investment Management
- Family Wealth Planning
Andrew Sullivan Summary
- Andrew Sullivan, based in Cincinnati, OH, US, is currently a Vice President, Private Wealth Advisor at Rockefeller Capital Management. Andrew Sullivan brings experience from previous roles at Merrill Lynch Wealth Management, Fifth Third Bank and Fifth Third Asset Management. Andrew Sullivan holds a 2013 - 2013 Certificate in Financial Planning in Certificate in Financial Planning @ Xavier University. With a robust skill set that includes Leadership, Microsoft Excel, Management, Microsoft Office, Financial Advisory and more. Andrew Sullivan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Rockefeller Capital Management Employees
Laura Esposito
Managing Director, Chief Client Officer
New York, NY, US
Edward Moldaver
Managing Director
New York, NY, US
Chris Dupuy
President, Rockefeller Global Family Office
San Clemente, CA, US
Michael Outlaw
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New York, NY, US
Alexandra Lebenthal
Managing Director
New York, NY, US
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