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Don Sullivan Location
New York, NY, US
Don Sullivan Work
Director of Wealth Management @ (June 2020 - Present)
Business Development @ (March 2018 - June 2020)
Product Specialist - VP @ (March 2015 - March 2018)
Financial Advisor - AVP @ (February 2013 - March 2015)
Investment Professional @ (June 2012 - February 2013)
Client Services and Distribution Intern @ (May 2011 - August 2011)
Don Sullivan Education
Penn State University
Undergraduate (Business Management)
2008-2012
University of Limerick
Don Sullivan Skills
Financial Analysis
Independent Financial Advice
Entrepreneurial Finance
Don Sullivan Summary
Don Sullivan, based in New York, NY, US, is currently a Director of Wealth Management at Certified Financial Services. Don Sullivan brings experience from previous roles at Park Avenue Securities, Bank of America Merrill Lynch and Vanguard. Don Sullivan holds a 2008 - 2012 Undergraduate in Business Management @ Penn State University. With a robust skill set that includes Financial Analysis, Independent Financial Advice, Entrepreneurial Finance and more. Don Sullivan has 2 emails and 1 mobile phone numbers on RocketReach.
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