Brendan Sullivan Email & Phone Number
President @ SCS
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Brendan Sullivan Location
- Bellevue, WA, US
Brendan Sullivan Work
- 2025 -now President @
- 2021 -2024 Principal, Chief Operating Officer @
- 2019 -2021 Partner, Chief Operating Officer @
- 2018 -2019 Chief Operating Officer @
- 2015 -2018 Executive Director | Enterprise Development | Operational Excellence @
- 2010 -2015 Regional Manager, Southern California @
- 2007 -2010 Advisor @ Bank of America/Merrill Lynch
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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Rich Hultquist
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Sheila Lindsay
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