Jean Sullivan Email & Phone Number
Wealth Management Team Lead @ Celent (Past)
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Jean Sullivan Location
- Boston, MA, US
Jean Sullivan Work
- 2021 - 2024 Wealth Management Team Lead @
- 2019 - 2021 Head of Research and Senior Consultant @
- 2002 - 2019 Director @ Dover Financial Research
- 1997 - 2001 Managing Director @
Jean Sullivan Education
- Babson F.W. Olin Graduate School of Business
- Colby College
Jean Sullivan Skills
- Alternative Investments
- Investments
- Asset Management
- Financial Services
- Equities
- Asset Allocation
- Portfolio Management
- Investment Strategies
- Mutual Funds
- Series 7
- Securities
- Wealth Management
- Fixed Income
- Hedge Funds
- Asset Managment
- Series 24
- Retirement Planning
- Series 63
- Investment Advisory
- Capital Markets
- ETFs
- Investment Management
- Private Equity
- Retirement
- Management
- Managed Accounts
- Market Research
- Separately Managed Accounts
- Leadership
- Business Strategy
- Public Speaking
- Marketing
- Strategic Planning
Jean Sullivan Summary
- Jean Sullivan, based in Boston, MA, US, was previously a Wealth Management Team Lead at Celent. Jean Sullivan brings experience from previous roles at Ezra Group, LLC, Dover Financial Research and Cerulli Associates. Jean Sullivan holds a Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Alternative Investments, Investments, Asset Management, Financial Services, Equities and more.
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