Bob Sullivan Email & Phone Number
Financial Advisor, CIMC®, CIMA® @ Allen & Company of Florida,LLC
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Bob Sullivan Location
- Florida, United States
Bob Sullivan Work
- 2017 -now Financial Advisor, CIMC®, CIMA® @
- 1987 -2017 Regional Vice President - Director @
Bob Sullivan Education
- University of Florida
Business (Finance)
1977-1981 - University of Florida - Warrington College of Business
BSBA (Finance)
1977-1981
Bob Sullivan Skills
- 401k
- Mutual Funds
- Series 63
- Strategic Financial Planning
- Asset Allocation
- Asset Management
- Retirement Planning
- Investment Strategies
- Wealth Management
- Series 6
- Alternative Investments
- Separately Managed Accounts
- Series 7
- Series 24
- Investments
- Financial Analysis
- Series 65
- Securities
- Financial Planning
- 401(k) Retirement Savings Plans
- Distribution
- Public Speaking
- Sales
- 401K Retirement Savings Plans
- Sales Management
- Mfs
- Microsoft Excel
- Management
- Project Management
- 401 Retirement Savings Plans
Bob Sullivan Summary
- Bob Sullivan, based in Florida, United States, is currently a Financial Advisor, CIMC®, CIMA® at Allen & Company of Florida,LLC. Bob Sullivan brings experience from previous roles at MFS Investment Management. Bob Sullivan holds a 1977 - 1981 Business in Finance @ University of Florida. With a robust skill set that includes 401k, Mutual Funds, Series 63, Strategic Financial Planning, Asset Allocation and more. Bob Sullivan has 3 emails and 2 mobile phone numbers on RocketReach.
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