Derek Sullivan Email & Phone Number
Chief Financial Officer @ Triad Partners
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Derek Sullivan Location
- Boston, MA, US
Derek Sullivan Work
- Chief Financial Officer @ (June 2025 - Present)
- COO and CFO, NovoEd, Inc., Enterprise Services @ (January 2021 - June 2025)
- VP, Finance, Enterprise Services @ (January 2019 - January 2021)
- VP, Global Head of Finance, Pembroke Real Estate @ (January 2018 - January 2019)
- VP, Head Institutional Distribution Finance and Intermediary Distribution Finance, Inst. Asset Mgmt @ (January 2012 - January 2018)
- VP, Head of Finance, Fidelity ActionsXchange @ (January 2008 - January 2012)
Derek Sullivan Education
- Questrom School of Business, Boston University
MBA (MBA)
- University of Massachusetts Lowell
BS / BA in Accounting (Magna Cum Laude; Dean’s List)
- United States Military Academy at West Point
Congressional Nomination & Appointment (BS / BA in Accounting (Magna Cum Laude; Dean’s List))
Derek Sullivan Skills
- finance
- Microsoft Excel
- Public Speaking
- Accounting
- Analysis
- Investments
- Commercial Finance
- Capital
- Nasd
- Sales
- Cash Management
- Product Management
- Rollout
- Strategic Planning
- Communication
- Distribution Strategies
- Suite
- Investment Banking
- Staff Management
- Operational Compliance
- Financial Analysis
- Award Winner
- Positioning
- Analytics
- C
- Venture Capital
- Business Advice
- Relationship Building
- Territory Management
- Outsourcing
- Financial Reporting
- Forecasting
- Internal Controls
- Associate Development
- Business Process Improvement
- Securities
- Reporting
- Business Administration
- Military
- Customer Retention
- Investment Management
- Financial Expertise
- Social Influence
- Monthly Close
- Variable
- Presentations
- SAP FI
- Life Sciences
- Execution
- Microsoft Office
- Analytical Support
- Critical Thinking
- Mpm
- Profitable Growth
- Leadership
- Mitsubishi
- Pricing
- Service Delivery
- Money Management
- Fidelity
- Proposal Writing
- Project Planning
- Decision Support
- Software
- Insurance Planning
- Human Resources
- Senior Finance
- Profit
- Design
- Sales Management
- Facilitation
- Intermediary
- Operations
- Strategy
- Distribution
- Portfolio
- Management
- Funding
- Responsibility
- Strategic Business
- Employee Benefits
- Budgeting
- Dealers
- SMT
- Congressional
- Motivational Speaking
- Compliance
- Banking
- History
- Separately Managed Accounts
- Boston
- Pools
- Problem Solving
- Business Partnering
- Contract Negotiation
- Evaluation
- Honorable Discharge
- Revenue
- Executive Management
- Compensation
- Oversight
- Internal Audit
- Sales Compensation
- Asset Management
- Business Planning
- Financial Services
- Mentoring
- Sales Operations
- Net
- .NET
Derek Sullivan Summary
- Derek Sullivan, based in Boston, MA, US, is currently a Chief Financial Officer at Triad Partners. Derek Sullivan brings experience from previous roles at Fidelity Investments. Derek Sullivan holds a MBA in MBA @ Questrom School of Business, Boston University. With a robust skill set that includes finance, Microsoft Excel, Public Speaking, Accounting, Analysis and more. Derek Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.
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