Brandon Sullivan Email & Phone Number
Founder, Principal and Private Wealth Advisor @ Spring Street Wealth LLC
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Brandon Sullivan Location
- New York, NY, US
Brandon Sullivan Work
- 2025 -now Founder, Principal and Private Wealth Advisor @
- 2016 -2025 VP Financial Consultant @
- 2012 -2016 Assistant Vice President- Financial Advisor @
- 2010 -2012 Financial Advisor @
Brandon Sullivan Education
- Penn State University
Bachelor’s Degree (Management Information Systems, General; Business Law Minor Concentration)
2006-2010
Brandon Sullivan Skills
- Planning Advice
- Due Diligence
- Customer Engagement
- Communication
- Client Services
- Wealth Management Services
- Advising Clients
- Uniform Combined State Law
- Portfolio Management
- Investments
- Uniform Combined State
- Finance
- Retirement
- Bonds
- Asset Allocation
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Life Insurance
- Series 7
- Enterprise Data Governance
- Collibra
- Hadoop
- Leadership
- Big Data
- End to End Solutions
- Cross Channel Marketing
- Project Portfolio Management
- SDLC
- Software Project Management
- Agile Methodologies
- Enterprise Software
- Requirements Gathering
- Business Analysis
- SOA
- Requirements Analysis
- Software Development
- Analytics
- Enterprise Integration
- Team Building
- Information Security Management
- Compliance Management
- Model Governance
- Metadata Management
- Digital Transformation
- Master Data Management
- Amazon Web Services
- Manta
- Data Lineage
- Data Quality
- Access Control Management
- Knowledge Management
Brandon Sullivan Summary
- Brandon Sullivan, based in New York, NY, US, is currently a Founder, Principal and Private Wealth Advisor at Spring Street Wealth LLC. Brandon Sullivan brings experience from previous roles at Fidelity Investments, Merrill Lynch and Edward Jones. Brandon Sullivan holds a 2006 - 2010 Bachelor’s Degree in Management Information Systems, General; Business Law Minor Concentration @ Penn State University. With a robust skill set that includes Planning Advice, Due Diligence, Customer Engagement, Communication, Client Services and more. Brandon Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.
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