John Sullivan Email & Phone Number
Managing Director @ Dynasty Financial Partners
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John Sullivan Location
- United States
John Sullivan Work
- Managing Director @ (November 2020 - Present)
- Director of Network Development - Central Division @ (November 2017 - November 2020)
- Director - Central Divison @ (July 2012 - November 2017)
- Executive Director Wealth Advisory Services @ (July 2009 - January 2012)
- Director of Wealth Management - Central Division @ (May 2007 - June 2009)
- Director - Private Wealth Management @ (April 2004 - May 2007)
- Vice President - Private Client Lending Specialist @ (April 1999 - April 2004)
- Business Development Officer @ The Citibank Private Bank (January 1996 - March 1999)
- Account Manager @ Citigroup Global Equipment Finance (January 1993 - December 1995)
John Sullivan Education
- University of Maryland
BA (Political Science, Economics)
1985-1989
John Sullivan Skills
- Alternative Investments
- Asset Allocation
- Banking
- Business Development
- Business Relationship Management
- Coaching and Professional Development
- Collaborative Problem Solving
- Communication
- Comprehensive Wealth Management
- Consultative sales
- Diversity & Inclusion
- FINRA
- Finance
- Financial Advisory
- Financial Services
- High Net Worth Individuals
- Investment Advisory
- Investments
- Management
- Mindfulness
- Multi-Cultural Team Leadership
- Mutual Funds
- Recruiting
- Relationship Management
- Retirement Planning
- Securities Regulation
- Series 24
- Series 63
- Series 7
- Social Inclusion
- Talent Management
- Team Player
- Teamwork
- Wealth
- Wealth Management
- Wealth Management Services
- Wealth Transfer
John Sullivan Summary
- John Sullivan, based in United States, is currently a Managing Director at Dynasty Financial Partners. John Sullivan brings experience from previous roles at Dynasty Financial Partners, Morgan Stanley Smith Barney and SMITH BARNEY. John Sullivan holds a 1985 - 1989 BA in Political Science, Economics @ University of Maryland. With a robust skill set that includes Alternative Investments, Asset Allocation, Banking, Business Development, Business Relationship Management and more. John Sullivan has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Dynasty Financial Partners Employees
Shirl Penney
Chief Executive Officer
Saint Petersburg, FL, US
Marc Hineman
Chief Operating Officer
United States
Sam Anderson
Chief Capital Officer and Co-Head of Investment Banking
Saint Petersburg, FL, US
Mason Salit
Chief Talent Officer
Saint Petersburg, FL, US
Jeremy Gilbert
Senior Vice President, Chief of Staff
Saint Petersburg, FL, US
Kenneth Hoffman
Chief Strategy Officer
Wilton, CT, US
Jayson Keller
Vice President, Project Manager
Saint Petersburg, FL, US
Justin Weinkle
Chief Financial Officer
Saint Petersburg, FL, US
Jason Hyland
Senior Vice President- Investment Solutions
Saint Petersburg, FL, US
Carlos Beltran
VP, Cybersecurity Operations
Saint Petersburg, FL, US
Gary Farnham
VP, Chief of Staff to the CFO
Saint Petersburg, FL, US
Burke Harrington
Vice President- Transition Services
Saint Petersburg, FL, US
John Sullivan
Managing Director
United States
Bob Shea
Chief Investment Officer
Saint Petersburg, FL, US
Tim Oden
Chief Growth Officer
Phoenix, AZ, US
Denise Brackett
Vice President, Investment Solutions
Saint Petersburg, FL, US
Laura Schooley
Vice President, Network Partner Marketing
Saint Petersburg, FL, US
Leslie Norman
Chief Technology Officer
Saint Petersburg, FL, US
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