Greg Sullivan Email & Phone Number
Partner @ Creative Planning
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Greg Sullivan Location
- McLean, VA, US
Greg Sullivan Work
- 2026 -now Partner @
- 2019 -now Co-CEO @
- 2021 -2026 Partner and Managing Director @
- 1991 -2019 President and CEO @ Sullivan, Bruyette, Speros & Blayney
Greg Sullivan Education
- Penn State University
BS (Accounting)
1975-1979
Greg Sullivan Skills
- Investment Advisory
- Retirement Planning
- Wealth Management
- Investment Strategies
- Financial Planning
- Marketing Communications
- Management
- Personal Finance
- Wealth Management Services
- Microsoft Excel
- Strategic Financial
- Risk Management
- Alternative Investments
- Financial Services
- Financial Analysis
- Fixed Income
- Investment Management
- Securities
- Project Management
- Business Development
- Tax Advisory
- IRAs
- Banking
- Private Equity
- Equities
- Strategic Financial Planning
Greg Sullivan Summary
- Greg Sullivan, based in McLean, VA, US, is currently a Partner at Creative Planning. Greg Sullivan brings experience from previous roles at SBSB Financial Advisors, Creative Planning and Sullivan, Bruyette, Speros & Blayney. Greg Sullivan holds a 1975 - 1979 BS in Accounting @ Penn State University. With a robust skill set that includes Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning and more. Greg Sullivan has 5 emails and 1 mobile phone numbers on RocketReach.
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