Benjamin Sullivan Email & Phone Number
Chief Investment Officer and Senior Vice President @ Palisades Hudson Financial Group LLC
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Benjamin Sullivan Location
- Austin, TX, US
Benjamin Sullivan Work
- 2026 -now Chief Investment Officer and Senior Vice President @
- 2025 -2025 Chief Investment Officer and Vice President @
- 2024 -2024 Chief Investment Officer and Senior Client Service Manager @
- 2021 -2024 Senior Client Services Manager @
- 2010 -2021 Client Service Manager @
- 2007 -2010 Associate @
- 2006 -2007 Adjustment Accounting Analyst @
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
- Tax
- Investments
- Retirement Planning
- Financial Planning
- Accounting
- 401k
- Retirement
- Wage
- Legal Education
- Savings Accounts
- Undergraduate
- Daily Reports
- Eta
- Outlook
- Management
- International Management
- Students
- Six Sigma
- System
- Project
- Madrid
- Spain
- Income Tax
- Data Processing
- Scheduling
- Automatic
- Science
- Tax Returns
- Business Analysis
- New Orleans
- PowerPoint
- Training
- Conceptual Modeling
- Returns
- Microsoft Word
- Microsoft Excel
- Delegate
- Darwin
- Academic Research
- Analytics
- C
- Investment Decisions
- Portfolio
- On Site
- Finance
- Software
- Philosophy
- IRS
- Crsp
- Compustat
- Financial Experience
- Office Administration
- Honor
- Financial Databases
- Client Services
- Outlook Express
- International Finance
- Art
- Analysis
- Leadership
- Financial Education
- Moderate
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 1 mobile phone numbers on RocketReach.
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Top Palisades Hudson Financial Group LLC Employees
Kirstie Ward
Financial Planning Manager and Chief Compliance Officer
Fort Lauderdale, FL, US
Jeffrey Howard
Director of Technology
Fort Lauderdale, FL, US
David Walters
Vice President
Beaverton, OR, US
Amy Laburda
Administrative Manager
New York, NY, US
Stephen Grady
Financial Planning Manager
Atlanta, GA, US
Helen Dinetta
Independent Contractor
Wyckoff, NJ, US
Jacob Luhmann
Administrative Associate
Denver, CO, US
Thomas Walsh
Client Services Manager
Atlanta, GA, US
Irene Castro Cespedes
Financial Planning and Tax Associate
Atlanta, GA, US
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