Kristin Sullivan's Location

Pleasanton, CA, US

Kristin Sullivan's Education

  • UC Santa Barbara

    1989 - 1993
  • 1999 - 2001

Kristin Sullivan's Skills

  • Banking and Credit Management
  • Charitable Giving
  • Investments
  • Asset Allocation
  • 401k Rollovers
  • Executive Compensation Planning

Kristin Sullivan's Summary

Kristin Sullivan, based in Pleasanton, CA, US, is currently a VP – Sr. Financial Consultant, MBA, CWS at Charles Schwab. Kristin Sullivan holds a 1989 - 1993 UC Santa Barbara. With a robust skill set that includes Banking and Credit Management, Charitable Giving, Investments, Asset Allocation, 401k Rollovers and more, Kristin Sullivan contributes valuable insights to the industry. Kristin Sullivan has 3 emails on RocketReach.

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