Katie Sullivan Email & Phone Number
CEO, Founder @ Streamline Family Office Inc
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Katie Sullivan Location
- Boston, MA, US
Katie Sullivan Work
- 2003 -now CEO, Founder @
- 2014 -now Advisory Board Member @
- 2021 -2024 Founder @ The Benjamin Project
- 2000 -2003 Chief Administrative Officer @ Private Family Office - Confidential
- 1995 -2000 Registered Investment Associate @
- 1997 -1998 Associate @ Bainco International Investors
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
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 3 emails and 3 mobile phone numbers on RocketReach.
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