Daniel Sullivan Email & Phone Number
Managing Director, Darragh Wealth Strategies @ LPL Financial @ LPL Financial
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Daniel Sullivan Location
- Bellevue, WA, US
Daniel Sullivan Work
- Managing Director, Darragh Wealth Strategies @ LPL Financial @ (June 2025 - Present)
- Managing Director, Investments @ (February 2021 - June 2025)
- Executive Director, Financial Advisor @ (January 2014 - February 2021)
- Vice President Financial Advisor @ (January 2010 - January 2014)
- Vice President of Sales @ (January 2006 - February 2010)
- Sr. Vice President Sales and Consulting @ Entex Information Services (January 1993 - January 2000)
- General Manager @ Businessland (January 1988 - January 1991)
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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