Brian Sullivan Email & Phone Number

President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS @ Primary Financial Advisors

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Brian Sullivan Location

Boston, MA, US

Brian Sullivan Work

2024 - now President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS @ Primary Financial Advisors
2019 - 2024 Guest Lecturer – Advisor Institute @ LPL Financial
2016 - 2024 LPL Investment Advisor Representative - CERTIFIED FINANCIAL PLANNER™ @ Dietz & Lynch Capital

2016 - 2023 Marketing Director @ Fiduciary Plan Governance
2015 - 2016 President @ BSC Group
2010 - 2015 President @ Net Technologies, inc
2009 - 2010 Senior Consultant @ Bleu Water Associates
2008 - 2009 Global eCommerce Product Manager @ Monster
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2002 - 2008 Product Manager, AVP @ Santander Bank, N.A.
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1997 - 2002 Admissions Counselor and Project Manager @ Bentley University

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Brian Sullivan Education

Boston University
Project Management Fast Track Corporate Education Program
2006 - 2006
Bentley University
Masters of Science (Marketing)
2001 - 2002
Bentley University
Bachelor of Science (Economics / Finance)
1997 - 2001

Brian Sullivan Skills

Access Control
IT Outsourcing
Competitive Analysis

Product Development
Marketing Strategy
Strategy
Business Development
Project Management
New Business Development
Business Strategy

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Brian Sullivan Summary

Brian Sullivan, based in Boston, MA, US, is currently a President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS at Primary Financial Advisors. Brian Sullivan brings experience from previous roles at LPL Financial, Dietz and Lynch Capital, Fiduciary Plan Governance and BSC Group . Brian Sullivan holds a 2006 - 2006 Project Management Fast Track Corporate Education Program @ Boston University. With a robust skill set that includes Access Control, IT Outsourcing, Competitive Analysis, Product Development, Marketing Strategy and more. Brian Sullivan has 2 emails and 3 mobile phone numbers on RocketReach.

Brian Sullivan Emails

Found 2 emails

Brian Sullivan Phone Numbers

Found 5 phone numbers

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Top Primary Financial Advisors Employees

Brian Sullivan

President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS at Primary Financial Advisors

Boston, MA, US
2
- gmail.com
- primaryfinancialadvisors.com
5
- +1 781-910-XXXX
- +1 978-502-XXXX
- +1 978-517-XXXX
- +1 781-219-XXXX
- +1 781-443-XXXX
Heidi Erdmann-Sullivan

Head of Operations and Marketing, Client Services Associate, RJFS at Primary Financial Advisors

Haverhill, MA, US
2
- gmail.com
- primaryfinancialadvisors.com
3
- +1 617-320-XXXX
- +1 781-482-XXXX
- +1 781-795-XXXX

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