Benjamin Sullivan Email
Wealth Planner @ CollaborativeWEALTH®
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Benjamin Sullivan Location
- Lake Mary, FL, US
Benjamin Sullivan Work
- Wealth Planner @ (March 2024 - Present)
- Trading Assistant @ (March 2022 - March 2024)
- Operations Campus Analyst @ (August 2021 - February 2022)
- General Business Associate @ (February 2020 - May 2021)
- Operations Summer Analyst @ (June 2020 - August 2020)
- Branch Associate @ (September 2018 - May 2019)
- Customer Service Representative @ (September 2017 - September 2018)
- Traveling Intern and Program Director @ (September 2015 - June 2017)
- Intern @ (September 2016 - November 2016)
- Team Member @ (December 2013 - December 2015)
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.
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