Kerry Sullivan Email & Phone Number
Nonprofit Leader and Volunteer
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Kerry Sullivan Location
- Boston, MA, US
Kerry Sullivan Work
- Nonprofit Leader and Volunteer @ Hearing Loss Association of America (HLAA) - Boston Chapter/ En Ka Society, Win (June 2023 - Present)
- Director, Business Project Management @ Columbia Threadneedle Investments (May 2022 - September 2024)
- Consultant @ Landmark Wealth Advisors / SMI (October 2020 - April 2022)
- Director @ (March 2014 - July 2017)
- PMO - Transformation Consultant @ (May 2012 - June 2013)
- Group Financial Officer @ Wells Fargo Advisors -- Independent Brokerage Group (August 2010 - October 2011)
- VP Finance - Corporate Technology Group @ (January 2006 - January 2009)
- SVP Finance - Benefits Outsourcing (401k, 403B, H and W, Payroll) @ (January 2002 - January 2006)
- SVP Finance - Corporate @ (January 2001 - January 2002)
- SVP Finance - Institutional Investments Services Co. @ (January 2000 - January 2001)
- SVP Finance - Retail Division @ (January 1997 - January 2000)
- SVP and CFO for National Financial Correspondent Services @ (January 1992 - January 1997)
- VP Finance - Retail @ (January 1990 - January 1991)
- Finance Manager - Retail @ (January 1988 - January 1990)
- Business Analyst - Direct Marketing @ (January 1987 - January 1988)
- Finance Manager @ ACS / MTech (January 1983 - January 1986)
Kerry Sullivan Education
- Texas McCombs School of Business
MBA (Finance & Management Information Systems)
1985-1986 - Pace University - Lubin School of Business
BBA (Accounting)
1977-1981
Kerry Sullivan Skills
- Financial Modeling
- Process Improvement
- Managerial Finance
- Business Analysis
- Strategic Financial Planning
- Asset Managment
- Accounting
- Mutual Funds
- Business Planning
- Strategy
- Financial Analysis
- Cash Management
- Strategic Planning
- Asset Management
- Financial Reporting
- Finance
- Financial Services
- Risk Management
- Leadership
- Banking
Kerry Sullivan Summary
- Kerry Sullivan, based in Boston, MA, US, is currently a Nonprofit Leader and Volunteer at Hearing Loss Association of America (HLAA) - Boston Chapter/ En Ka Society, Win. Kerry Sullivan brings experience from previous roles at Columbia Threadneedle Investments, Landmark Wealth Advisors / SMI, TIAA and State Street. Kerry Sullivan holds a 1985 - 1986 MBA in Finance & Management Information Systems @ Texas McCombs School of Business. With a robust skill set that includes Financial Modeling, Process Improvement, Managerial Finance, Business Analysis, Strategic Financial Planning and more. Kerry Sullivan has 1 emails and 1 mobile phone numbers on RocketReach.
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