Doug Sullivan Location
- Chicago, IL, US
Doug Sullivan Work
- 2017 -now Managing Director @
- 2003 -2017 Senior Vice President @
- 1998 -2003 Vice President @
- 1987 -1998 Vice President @
Doug Sullivan Education
- Southern Methodist University
- University School of Milwaukee
High School
Doug Sullivan Skills
- Investments
- High Net Worth Individuals
- Estate Planning
- Strategic Financial Planning
- Wealth
- Retirement Planning
- Management
- Wealth Management
- Asset Allocation
- Trust Services
- Alternative Investments
- Series 7
- Wealth Management Services
- Asset Management
- Mutual Funds
- Securities
- Portfolio Management
- Investment Advisory
- Investment Management
- Investment Strategies
- Series 63
- Equities
- FINRA
- Certified Financial Planner
- FINRA Licenses: 7 and 63
- Personal Finance
- Financial Planning
- Finra Licenses
- 7 and 63
- Customer Service
- Family Office
- Sales
- Business Development
Doug Sullivan Summary
- Doug Sullivan, based in Chicago, IL, US, is currently a Managing Director at BMO Family Office. Doug Sullivan brings experience from previous roles at Northern Trust, Citi and Northern Trust Corporation. Doug Sullivan holds a Southern Methodist University. With a robust skill set that includes Investments, High Net Worth Individuals, Estate Planning, Strategic Financial Planning, Wealth and more. Doug Sullivan has 2 emails and 3 mobile phone numbers on RocketReach.
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