Jeffrey Sullivan Email & Phone Number
Certified Investment Management Analyst @ VWG Wealth Management
Jeffrey Sullivan's Location
Rye, NY, US
Jeffrey Sullivan's Work
- Certified Investment Management Analyst @ VWG Wealth Management
- Managing Director and Partner @ VWG Wealth Management
- Managing Director @ Strata Wealth Partners at Hightower
Jeffrey Sullivan's Education
- Princeton University
AB
- The Wharton School
CIMA
Jeffrey Sullivan's Skills
- Series 7
- Asset Management
- Alternative Investments
- Mutual Funds
- Asset Allocation
- Hedge Funds
- Investments
- Series 24
- Valuation
- Financial Modeling
Jeffrey Sullivan's Summary
Jeffrey Sullivan, based in Rye, NY, US, is currently a Certified Investment Management Analyst at HighTower, bringing experience from previous roles at HighTower and Strata Wealth Partners at Hightower. Jeffrey Sullivan holds a AB @ Princeton University. With a robust skill set that includes Series 7, Asset Management, Alternative Investments, Mutual Funds, Asset Allocation and more, Jeffrey Sullivan contributes valuable insights to the industry. Jeffrey Sullivan has 2 emails and 1 mobile phone number on RocketReach.
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