Katie Sullivan Email & Phone Number
CEO, Founder @ Streamline Family Office Inc
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Katie Sullivan Location
- Boston, MA, US
Katie Sullivan Work
- CEO, Founder @ (December 2003 - Present)
- Advisory Board Member @ (January 2014 - Present)
- Founder @ The Benjamin Project (June 2021 - June 2024)
- Chief Administrative Officer @ Private Family Office - Confidential (July 2000 - January 2003)
- Registered Investment Associate @ (April 1995 - July 2000)
- Associate @ (January 1997 - January 1998)
Katie Sullivan Education
- The Bowen Center
(Postgraduate Program in Bowen Family Systems Theory and Its Applications)
2019-2021 - Energy Healing Institute
(Advanced Practioner)
2019-2020 - University of Rhode Island
BA (Psychology)
1990-1994
Katie Sullivan Skills
- Family Office
- Leadership
- Business Development
- Financial Planning
- Business Strategy
- Wealth Management
- Private Equity
- Customer Service
- Alternative Investments
- Public Speaking
- Investments
- Financial Education
- Private Aircraft
Katie Sullivan Summary
- Katie Sullivan, based in Boston, MA, US, is currently a CEO, Founder at Streamline Family Office, Inc.. Katie Sullivan brings experience from previous roles at Haymakers for Hope, The Benjamin Project, Private Family Office - Confidential and Merrill Lynch. Katie Sullivan holds a 2019 - 2021 The Bowen Center. With a robust skill set that includes Family Office, Leadership, Business Development, Financial Planning, Business Strategy and more. Katie Sullivan has 2 emails and 3 mobile phone numbers on RocketReach.
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