Kristy Sullivan's Location
Naperville, IL, US
Kristy Sullivan's Work
- Financial Planning Consultant @ Raymond James
- Senior Investment Management Specialist @ Raymond James
- Registered Sales Associate @ AG Edwards
Kristy Sullivan's Education
- Concordia University-St. Paul
Bachelor's degree (Organizational Leadership and Business Management)
- Northwestern University School of Professional Studies
CFP Certification Education Program (Financial Planning)
2016 - 2017
Kristy Sullivan's Skills
- Finance
- Sales
- Securities
- Financial Advisory
- Investments
- Series 63
- Series 7
Kristy Sullivan's Summary
Kristy Sullivan, based in Naperville, IL, US, is currently a Financial Planning Consultant at Raymond James, bringing experience from previous roles at Raymond James and AG Edwards. Kristy Sullivan holds a Bachelor's degree in Organizational Leadership and Business Management @ Concordia University-St. Paul. With a robust skill set that includes Finance, Sales, Securities, Financial Advisory, Investments and more, Kristy Sullivan contributes valuable insights to the industry. Kristy Sullivan has 1 email and 2 mobile phone numbers on RocketReach.
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