Jack Sullivan's Location
Pennsylvania, United States
Jack Sullivan's Work
- Owner @ Capital Planning Wealth Management
- Financial Advisor @ Alden-Levine Associates
- Manager @ Susquehanna International Group, LLP (SIG)
Jack Sullivan's Education
- Lafayette College
Bachelor Of Arts (International Affairs)
1969 - 1973 - American College
Master Of Science
Jack Sullivan's Skills
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- Estate Planning
- Customer Service
- Finance
- Securities
- Financial Services
- College Funding Strategies
- Retirement Planning
Jack Sullivan's Summary
Jack Sullivan, based in Pennsylvania, United States, is currently a Owner at Capital Planning Wealth Management, bringing experience from previous roles at Alden-Levine Associates and Susquehanna International Group, LLP (Sig). Jack Sullivan holds a 1969 - 1973 Bachelor Of Arts in International Affairs @ Lafayette College. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Financial Advisory, Estate Planning, Customer Service and more, Jack Sullivan contributes valuable insights to the industry. Jack Sullivan has 1 email on RocketReach.
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