Daniel Sullivan Email & Phone Number
Managing Director, Darragh Wealth Strategies @ LPL Financial @ LPL Financial
5 free lookup(s).
Daniel Sullivan Location
- Bellevue, WA, US
Daniel Sullivan Work
- 2025 - now Managing Director, Darragh Wealth Strategies @ LPL Financial @
- 2021 - 2025 Managing Director, Investments @
- 2014 - 2021 Executive Director, Financial Advisor @
- 2010 - 2014 Vice President Financial Advisor @
- 2006 - 2010 Vice President of Sales @
- 1993 - 2000 Sr. Vice President Sales and Consulting @ Entex Information Services
- 1988 - 1991 General Manager @ Businessland
Daniel Sullivan Education
- University of Washington
Bachelor of Arts (Business Administration)
1981 - 1985
Daniel Sullivan Skills
- Leadership
- Financial Modeling
- Product Development
- Customer Service
- Financial Analysis
- Finance
- Strategic Financial Planning
- Sales
- Portfolio Management
- New Business Development
- Microsoft Excel
- Account Management
- Team Building
- Asset Allocation
- Strategic Planning
- Sales Management
- Asset Management
- Alternative Investments
- Asset Managment
- Business Development
- Investments
- Wealth Management
- Mergers and Acquisitions
- Product Marketing
- Series 7
- Management
Daniel Sullivan Summary
- Daniel Sullivan, based in Bellevue, WA, US, is currently a Managing Director, Darragh Wealth Strategies @ LPL Financial at LPL Financial. Daniel Sullivan brings experience from previous roles at Wedbush Securities, J.P. Morgan, Bernstein Global Wealth Management and BD&A. Daniel Sullivan holds a 1981 - 1985 Bachelor of Arts in Business Administration @ University of Washington. With a robust skill set that includes Leadership, Financial Modeling, Product Development, Customer Service, Financial Analysis and more. Daniel Sullivan has 1 emails and 1 mobile phone numbers on RocketReach.
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