Brian Sullivan Email & Phone Number
Senior Vice President - Financial Advisor-Portfolio Director Group @ RBC Wealth Management
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Brian Sullivan Location
- Westlake, OH, US
Brian Sullivan Work
- Senior Vice President - Financial Advisor-Portfolio Director Group @ (December 2020 - Present)
- Financial Advisor UBS Financial services inc. @ (August 2006 - December 2020)
- Financial Advisor @ Smith Barney (November 1993 - August 2006)
Brian Sullivan Education
- Baldwin-Wallace College
Bachelor of Arts (BA) (Business Administration and Management, General)
1981-1985
Brian Sullivan Skills
- Business Analysis
- Project Management
- Microsoft Office
- Wealth Management
- Retirement Planning
Brian Sullivan Summary
- Brian Sullivan, based in Westlake, OH, US, is currently a Senior Vice President - Financial Advisor-Portfolio Director Group at RBC Wealth Management. Brian Sullivan brings experience from previous roles at UBS and Smith Barney. Brian Sullivan holds a 1981 - 1985 Bachelor of Arts (BA) in Business Administration and Management, General @ Baldwin-Wallace College. With a robust skill set that includes Business Analysis, Project Management, Microsoft Office, Wealth Management, Retirement Planning and more. Brian Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.
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