Benjamin Sullivan Email & Phone Number

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

5 free lookup(s).

Benjamin Sullivan Location

Austin, TX, US

Benjamin Sullivan Work

2026 - now Chief Investment Officer and Senior Vice President @ Palisades Hudson Financial Group LLC
2025 - 2025 Chief Investment Officer and Vice President @ Palisades Hudson Financial Group LLC
2024 - 2024 Chief Investment Officer and Senior Client Service Manager @ Palisades Hudson Financial Group LLC

2021 - 2024 Senior Client Services Manager @ Palisades Hudson Financial Group LLC
2010 - 2021 Client Service Manager @ Palisades Hudson Financial Group LLC
2007 - 2010 Associate @ Palisades Hudson Financial Group LLC
2006 - 2007 Adjustment Accounting Analyst @ AIG
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Benjamin Sullivan Education

Tulane University - A.B. Freeman School of Business
Bachelor of Science in Management (Finance and Legal Studies in Business)
2002 - 2006

Benjamin Sullivan Skills

Estate Planning
Strategic Planning
Sales

Portfolio Management
Wealth Management
Asset Allocation
Asset Management
Charitable Giving Strategies
Strategic Financial Planning
529 Plans

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Benjamin Sullivan Summary

Benjamin Sullivan, based in Austin, TX, US, is currently a Chief Investment Officer and Senior Vice President at Palisades Hudson Financial Group LLC. Benjamin Sullivan brings experience from previous roles at Palisades Hudson Financial Group LLC. Benjamin Sullivan holds a 2002 - 2006 Bachelor of Science in Management in Finance and Legal Studies in Business @ Tulane University - A.B. Freeman School of Business. With a robust skill set that includes Estate Planning, Strategic Planning, Sales, Portfolio Management, Wealth Management and more. Benjamin Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.

Benjamin Sullivan Emails

Found 2 emails

Benjamin Sullivan Phone Numbers

Found 4 phone numbers

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Top Palisades Hudson Financial Group LLC Employees

Paul Jacobs

Managing Vice President at Palisades Hudson Financial Group LLC

Atlanta, GA, US
3
- hotmail.com
- palisadeshudson.com
- gmail.com
4
- +1 914-723-XXXX
- +1 954-524-XXXX
- +1 404-845-XXXX
- +1 808-783-XXXX
Eric Meermann

Vice President, Portfolio Manager at Palisades Hudson Financial Group LLC

Stamford, CT, US
1
- palisadeshudson.com
3
- +1 718-931-XXXX
- +1 914-826-XXXX
- +1 914-723-XXXX
Kirstie Ward

Financial Planning Manager and Chief Compliance Officer at Palisades Hudson Financial Group LLC

Fort Lauderdale, FL, US
2
- yahoo.com
- palisadeshudson.com
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- +1 310-894-XXXX
- +1 352-475-XXXX
- +1 954-784-XXXX
- +1 954-782-XXXX
- +1 850-320-XXXX
- +1 727-204-XXXX
Pascale Bocchino

Administrative Manager at Palisades Hudson Financial Group LLC

Scarsdale, NY, US
2
- gmail.com
- palisadeshudson.com
2
- +1 347-293-XXXX
- +1 914-723-XXXX
Dylan Poliakoff

Corporate Strategy and M and A Analyst at Palisades Hudson Financial Group LLC

United States
2
- gmail.com
- mrgreensproduce.net

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