Kerry Sullivan Email & Phone Number
Nonprofit Leader and Volunteer
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Kerry Sullivan Location
- Boston, MA, US
Kerry Sullivan Work
- 2023 -now Nonprofit Leader and Volunteer @ Hearing Loss Association of America (HLAA) - Boston Chapter/ En Ka Society, Win
- 2022 -2024 Director, Business Project Management @ Columbia Threadneedle Investments
- 2020 -2022 Consultant @ Landmark Wealth Advisors / SMI
- 2014 -2017 Director @
- 2012 -2013 PMO - Transformation Consultant @
- 2010 -2011 Group Financial Officer @ Wells Fargo Advisors -- Independent Brokerage Group
- 2006 -2009 VP Finance - Corporate Technology Group @
- 2002 -2006 SVP Finance - Benefits Outsourcing (401k, 403B, H and W, Payroll) @
- 2001 -2002 SVP Finance - Corporate @
- 2000 -2001 SVP Finance - Institutional Investments Services Co. @
- 1997 -2000 SVP Finance - Retail Division @
- 1992 -1997 SVP and CFO for National Financial Correspondent Services @
- 1990 -1991 VP Finance - Retail @
- 1988 -1990 Finance Manager - Retail @
- 1987 -1988 Business Analyst - Direct Marketing @
- 1983 -1986 Finance Manager @ ACS / MTech
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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