Brendan Sullivan Email & Phone Number
President @ SCS
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Brendan Sullivan Location
- Bellevue, WA, US
Brendan Sullivan Work
- President @ (July 2025 - Present)
- Principal, Chief Operating Officer @ (August 2021 - December 2024)
- Partner, Chief Operating Officer @ (August 2019 - September 2021)
- Chief Operating Officer @ (January 2018 - December 2019)
- Executive Director | Enterprise Development | Operational Excellence @ (July 2015 - August 2018)
- Regional Manager, Southern California @ (March 2010 - July 2015)
- Advisor @ Bank of America/Merrill Lynch (January 2007 - January 2010)
Brendan Sullivan Education
- Roger Williams University
Bachelor of Science (BS)
Brendan Sullivan Skills
- Mutual Funds
- Wealth Management
- Investments
- Alternative Investments
- Equities
- Asset Management
- Financial Analysis
- Lead Generation
- Selling
- Marketing Strategy
- Marketing
- Strategy
- Management
- Business Strategy
- Series 63
- Strategic Planning
- Customer Retention
- Product Management
- Customer Service
- Investment Advisory
- Strategic Financial Planning
- Series 7
- Asset Allocation
- Business-to-Business (B2B)
- Risk Management
- Business Relationship Management
- Operating Systems
- Operations Management
- Digital Marketing
- Salesforce.com Administration
- Salesforce.com Development
- Human Resources (HR)
- Project Management
- Wealth Management Services
- Mergers & Acquisitions (M&A)
- Business Intelligence (BI)
- New Business Development
- Leadership
- Microsoft Office
- Microsoft Excel
- Enterprise Software
Brendan Sullivan Summary
- Brendan Sullivan, based in Bellevue, WA, US, is currently a President at SCS. Brendan Sullivan brings experience from previous roles at Parcion Private Wealth, Sound Legacy Wealth Advisors, The Bahnsen Group and HighTower. Brendan Sullivan holds a Bachelor of Science (BS) @ Roger Williams University. With a robust skill set that includes Mutual Funds, Wealth Management, Investments, Alternative Investments, Equities and more. Brendan Sullivan has 2 emails and 3 mobile phone numbers on RocketReach.
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Top SCS Employees
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