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
- Financial Advisor, First Vice President, Investments @ (February 2013 - Present)
- Financial Advisor @ Morgan Keegan (April 2006 - February 2013)
- Financial Advisor @ (July 1999 - April 2006)
- Independent Trader 30 Year Treasuries @ (April 1979 - April 1999)
- Analyst and Trader @ (April 1974 - April 1979)
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 2 emails and 2 mobile phone numbers on RocketReach.
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