James Sullivan's Location
Philadelphia, Pennsylvania, United States
James Sullivan's Work
- Director of Agency Development @ Underwriters Marketing Service
- Senior Financial Advisor @ Bank of America Merrill Lynch
- Financial Advisor @ PNC
James Sullivan's Education
- Thomas Edison State University
Bachelors (Psychology)
James Sullivan's Skills
- Leadership
- Portfolio Management
- Financial Advisory
- Consultative Selling
- Banking
- Investments
- Finance
- Business Relationship Management
- Insurance
- Financial Services
James Sullivan's Summary
James Sullivan, based in Philadelphia, Pennsylvania, United States, is currently a Director of Agency Development at Underwriters Marketing SVC, bringing experience from previous roles at Bank of America Merrill Lynch and PNC. James Sullivan holds a Bachelors in Psychology @ Thomas Edison State University. With a robust skill set that includes Leadership, Portfolio Management, Financial Advisory, Consultative Selling, Banking and more, James Sullivan contributes valuable insights to the industry.
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Amanda Hezlep
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