2020 -2021 Consultant - Marketing and Investor Relations @
2017 -2019 Director @
2012 -2016 Senior Vice President - Northeast Sales Director @ Access Distribution Partners
2009 -2012 Director of Platform Management, Alternative Investments @
2008 -2009 Director of Operations and Adminstration, GWM Alternative Investments @
2007 -2008 Director of Operations, Alternative Investments, Smith Barney @
2005 -2007 National Sales Director, Alternative Investments, Smith Barney @
2004 -2005 Northeast Sales Director @ smith barney
2003 -2004 Sales Manager - Alternative Investments @
Bill O'Sullivan Education
Hofstra University
BBA (Finance)
City University of New York-Baruch College - Zicklin School of Business
MBA (Financee)
Bill O'Sullivan Skills
Series 7
Series 63
Series 24
Alternative Investments
Platform Management
Wealth Management
Hedge Funds
Private Equity
Fund Of Funds
Sales Operations
Operations Management
Product Management
Platform Integration
Key Account Management
Derivatives
Equities
Asset Management
Fixed Income
Managed Futures
Mutual Funds
Portfolio Management
Private Placements
Relationship Management
Trading
PowerPoint
Project Management
Marketing
Sales Management
Account Management
Bill O'Sullivan Summary
Bill O'Sullivan, based in New York, NY, US, is currently a Senior Vice President at Brookfield. Bill O'Sullivan brings experience from previous roles at Innovatus Capital Partners, Fulcrum Asset Management, Access Distribution Partners and Morgan Stanley Smith Barney. Bill O'Sullivan holds a BBA in Finance @ Hofstra University. With a robust skill set that includes Series 7, Series 63, Series 24, Alternative Investments, Platform Management and more. Bill O'Sullivan has 1 emails on RocketReach.
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