Heather Sullivan Email & Phone Number
Senior Vice President, Relationship Management @ Archer
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Heather Sullivan Location
- Wayne, PA, US
Heather Sullivan Work
- 2024 -now Senior Vice President, Relationship Management @
- 2010 -2024 VP, Relationship Manager @
- 2006 -2010 Relationship Manager @ Clearbrook Financial
- 2005 -2006 Client Liasion @
- 1998 -2005 Portfolio Specialist @ 1838 Investment Advisors
Heather Sullivan Education
- Saint Joseph's University - Erivan K. Haub School of Business
BS (Finance)
1996-2000
Heather Sullivan Skills
- Critical Thinking
- Soft Skills
- Client Relations
- Data Analysis
- Analytical Skills
- Establishing Processes
- Process Implementation
- Retention Strategies
- Client Services
- Customer Success
- Account Management
- Mutual Funds
- Wealth Management
- Investment Management
- Investment Advisory
- Asset Management
- Investments
- Equities
- Financial Services
- Fixed Income
- Public Speaking
- Sales
- Customer Retention
- Alternative Investments
- Customer Relationship Management Crm
- Business Analysis
- Communication
- Consulting
- Customer Service
- Asset Allocation
- Customer Relationship Management
Heather Sullivan Summary
- Heather Sullivan, based in Wayne, PA, US, is currently a Senior Vice President, Relationship Management at BNY Archer. Heather Sullivan brings experience from previous roles at Archer - Investment Management Solutions, Clearbrook Financial, PFPC and 1838 Investment Advisors. Heather Sullivan holds a 1996 - 2000 BS in Finance @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Critical Thinking, Soft Skills, Client Relations, Data Analysis, Analytical Skills and more. Heather Sullivan has 2 emails and 1 mobile phone numbers on RocketReach.
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