J. Sullivan Email & Phone Number
Director, National Accounts @ WisdomTree Asset Management
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J. Sullivan Location
- Boston, MA, US
J. Sullivan Work
- 2014 - now Director, National Accounts @
- 2013 - 2014 Team Leader - Wirehouse and IBD Team, Internal Sales @
- 2011 - 2013 ETF Internal Wholesaler (Senior Regional Associate) @
- 2007 - 2011 Account Executive @
- 2006 - 2007 Investment Representative @
- 2004 - 2006 Financial Representative @
J. Sullivan Education
- Trinity College-Hartford
Bachelor's degree
2000 - 2004 - Buckingham Browne & Nichols School
- Trinity College - Rome, Italy Study Abroad Program 2002null
J. Sullivan Skills
- ETFs
- National Accounts
- Consultative Selling
- Asset Management
- Asset Allocation
- Investment Advisory
- Alternative Investments
- Mutual Funds
- Retirement Planning
- Financial Planning
- Sales Process
- Wealth Management
- Salesforce.com
- Client Development
- Series 7
- Wholesale Sales
- Stock Market
- Inside Sales
- Chartered Institute of Management Accountants (CIMA)
- National Account Management
- Smart Beta
- Key Account Development
- Key Account Relationship Building
- Territory Management
- Territory Account Management
- Broker-Dealer
- Business
- Managing Accounts
- Travel
- Due Diligence
- Communication
- Relationship Development
- Portfolio Management
- Problem Solving
- Financial Services
- Decision-Making
- Intermediary
- Key Account Relationships
- Record Of Success
- Analytical Skills
- Multi-channel Marketing
- Project Management
- Written Communication
- Computer Literacy
- Sales Presentations
- Presentation Skills
- Presentations
- Sales & Marketing
- Interpersonal Skills
- Securities
- Chartered Institute Of Management Accountants Cima
- Business Development
- Microsoft Excel
- New Business Development
- Sales and Marketing
- Decision Making
- Multi Channel Marketing
- Broker Dealer
- Chartered Institute of Management Accountants
J. Sullivan Summary
- J. Sullivan, based in Boston, MA, US, is currently a Director, National Accounts at WisdomTree Asset Management. J. Sullivan brings experience from previous roles at WisdomTree Asset Management and Fidelity Investments. J. Sullivan holds a 2000 - 2004 Bachelor's degree @ Trinity College-Hartford. With a robust skill set that includes ETFs, National Accounts, Consultative Selling, Asset Management, Asset Allocation and more. J. Sullivan has 2 emails on RocketReach.
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