Brian Sullivan Email & Phone Number
Financial Planner @ Tomren Wealth Management
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Brian Sullivan Location
- California, United States
Brian Sullivan Work
- 2019 -now Financial Planner @
- 2016 -2019 Financial Planner @ New Vintage Financial Services, LLC
- 2012 -2016 Paraplanner @
- 2011 -2011 Finance Intern @
- 2010 -2010 Sales Team Leader @
Brian Sullivan Education
- California Polytechnic State University-San Luis Obispo
Business Administration (Finance and Financial Management Services with a Minor in Economics)
2008-2012
Brian Sullivan Skills
- Leadership
- Social Media Marketing
- Strategic Financial Planning
- Microsoft Word
- PowerPoint
- Social Media
- Investments
- Social Networking
- Microsoft Excel
- Public Speaking
- Marketing
- Finance
- Time Management
- Nursing
- Customer Service
- Financial Analysis
- Retirement Planning
- Wealth Management
- Sales
- Financial Planning
Brian Sullivan Summary
- Brian Sullivan, based in California, United States, is currently a Financial Planner at Tomren & Sullivan Wealth Management. Brian Sullivan brings experience from previous roles at New Vintage Financial Services, LLC, David White & Associates, Vellum Financial and University Directories. Brian Sullivan holds a 2008 - 2012 Business Administration in Finance and Financial Management Services with a Minor in Economics @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Leadership, Social Media Marketing, Strategic Financial Planning, Microsoft Word, PowerPoint and more. Brian Sullivan has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Tomren Wealth Management Employees
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Financial Planner
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