Benjamin Sullivan Email

Wealth Planner @ CollaborativeWEALTH®

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Benjamin Sullivan Location

Lake Mary, FL, US

Benjamin Sullivan Work

2024 - now Wealth Planner @ CollaborativeWEALTH®
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2022 - 2024 Trading Assistant @ CollaborativeWEALTH®
2021 - 2022 Operations Campus Analyst @ BNY

2020 - 2021 General Business Associate @ Heritage Wealth Management (HWM), LLC
2020 - 2020 Operations Summer Analyst @ BNY
2018 - 2019 Branch Associate @ Edgewater Family Wealth | Mount Dora
2017 - 2018 Customer Service Representative @ State Farm
2015 - 2017 Traveling Intern and Program Director @ TeenPact
2016 - 2016 Intern @ Morgan Stanley
2013 - 2015 Team Member @ Chick-fil-A

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Benjamin Sullivan Education

University of Florida - Warrington College of Business
Bachelor of Business Administration - BBA
2019 - 2021
Seminole State College of Florida
Associate of Arts - AA (Finance, General)
2017 - 2019

Benjamin Sullivan Summary

Benjamin Sullivan, based in Lake Mary, FL, US, is currently a Wealth Planner at Collaborative Wealth®. Benjamin Sullivan brings experience from previous roles at Collaborative Wealth®, BNY Mellon and Heritage Wealth Management (HWM), LLC. Benjamin Sullivan holds a 2019 - 2021 Bachelor of Business Administration - BBA @ University of Florida - Warrington College of Business. Benjamin Sullivan has 1 emails on RocketReach.

Benjamin Sullivan Emails

Found 1 emails

@collaborativewealth.com

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Benjamin Sullivan

Chief Investment Officer and Senior Vice President at Palisades Hudson Financial Group LLC

Austin, TX, US
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Benjamin Sullivan

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Benjamin Sullivan

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- +1 617-959-XXXX
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Top CollaborativeWEALTH® Employees

Thomas Pratt

Wealth Advisor at CollaborativeWEALTH®

Saint Cloud, FL, US
3
- gmail.com
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5+
- +1 803-566-XXXX
- +1 407-957-XXXX
- +1 717-602-XXXX
- +1 404-626-XXXX
- +1 801-699-XXXX
- +1 407-466-XXXX
Doug Jones

Director of Strategic Operations and Advisor Transitions at CollaborativeWEALTH®

Lake Mary, FL, US
1
- collaborativewealth.com
Benjamin Sullivan

Wealth Planner at CollaborativeWEALTH®

Lake Mary, FL, US
1
- collaborativewealth.com

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