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Bill O'Sullivan Location
New York, NY, US
Bill O'Sullivan Work
Senior Vice President @ Brookfield (January 2022 - Present)
Consultant - Marketing and Investor Relations @ (June 2020 - December 2021)
Director @ (January 2017 - January 2019)
Senior Vice President - Northeast Sales Director @ Access Distribution Partners (January 2012 - January 2016)
Director of Platform Management, Alternative Investments @ (January 2009 - January 2012)
Director of Operations and Adminstration, GWM Alternative Investments @ (January 2008 - January 2009)
Director of Operations, Alternative Investments, Smith Barney @ (January 2007 - January 2008)
National Sales Director, Alternative Investments, Smith Barney @ (January 2005 - January 2007)
Northeast Sales Director @ smith barney (January 2004 - January 2005)
Sales Manager - Alternative Investments @ (January 2003 - January 2004)
Bill O'Sullivan Education
City University of New York-Baruch College - Zicklin School of Business
MBA (Financee)
Hofstra University
BBA (Finance)
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 MBA in Financee @ City University of New York-Baruch College - Zicklin School of Business. 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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