D. Sullivan Email & Phone Number
Financial Advisor, First Vice President, Investments @ Raymond James
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D. Sullivan Location
- Naples, FL, US
D. Sullivan Work
- 2013 -now Financial Advisor, First Vice President, Investments @
- 2006 -2013 Financial Advisor @ Morgan Keegan
- 1999 -2006 Financial Advisor @
- 1979 -1999 Independent Trader 30 Year Treasuries @
- 1974 -1979 Analyst and Trader @
D. Sullivan Education
- Northern Illinois University
Master of Business Administration (M.B.A.)
1969-1971 - Northern Illinois University
Bachelor's Degree (Marketing)
1966-1969
D. Sullivan Skills
- Strategic Financial Planning
- Retirement Planning
- Retirement Savings
- 401k
- Traditional IRA
- Roth IRA
- IRAs
- Financial Services
- Stocks
D. Sullivan Summary
- D. Sullivan, based in Naples, FL, US, is currently a Financial Advisor, First Vice President, Investments at Raymond James. D. Sullivan brings experience from previous roles at Morgan Keegan, Legg Mason, Chicago Board of Trade and Nuveen Investments. D. Sullivan holds a 1969 - 1971 Master of Business Administration (M.B.A.) @ Northern Illinois University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Retirement Savings, 401k, Traditional IRA and more. D. Sullivan has 3 emails on RocketReach.
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