Benjamin Sullivan Email
Wealth Planner @ CollaborativeWEALTH®
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Benjamin Sullivan Location
- Lake Mary, FL, US
Benjamin Sullivan Work
- 2024 -now Wealth Planner @
- 2022 -2024 Trading Assistant @
- 2021 -2022 Operations Campus Analyst @
- 2020 -2021 General Business Associate @
- 2020 -2020 Operations Summer Analyst @
- 2018 -2019 Branch Associate @
- 2017 -2018 Customer Service Representative @
- 2015 -2017 Traveling Intern and Program Director @
- 2016 -2016 Intern @
- 2013 -2015 Team Member @
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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