Lynn Sullivan Email & Phone Number
New England Metro, Wealth Market President @ TD PRIVATE CLIENT WEALTH LLC
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Lynn Sullivan Location
- Boston, MA, US
Lynn Sullivan Work
- 2024 -now New England Metro, Wealth Market President @
- 2022 -2024 Wealth Market Leader @
- 2017 -2022 President of MountainOne Investments and Executive of Community banking at MountainOne Financial @
- 2016 -2017 Head of Cash Management Sales @
- 2014 -2016 Executive Director @
- 1996 -2014 Regional Wealth Leader, Private Client Services @ TD Wealth Management
- 1996 -2014 SVP Regional Wealth Leader @ TD Wealth Management
Lynn Sullivan Education
- Bay Path University
(Legal Assistant/Paralegal)
1988-1990
Lynn Sullivan Skills
- Portfolio Management
- Wealth Management
- Banking
- Financial Services
- Credit
- Risk Management
- Management
- Retirement Planning
- Series 24
- Leadership
- Organizational Leadership
- Sales Management
- Team Building
- Strategic Leadership
- Team Leadership
- Investments
- Investment Management
- Hold Series 7
- FINRA
- Uniform Combined State Law
- Project Management
- Team Management
- Customer Relationship Management (CRM)
- Product Management
- Performance Management
- Retail Banking
- Business Development
- New Business Development
- Sales
- Strategic Planning
- Training
- Training & Development
- Public Speaking
- Small Business Lending
- Commercial Lending
- Credit Analysis
- Financial Analysis
- Credit Risk
- Mortgage Lending
- Asset Allocation
- Strategic Financial Planning
- Retirement
- Commercial Mortgages
- Investment Advisory
- Asset Managment
- Cross Selling
- Cash Management
- Lines Of Credit
- Asset Management
- Underwriting
- Finance
- Series 7
- Wealth
- Commercial Banking
- Insurance
- Loans
- Financial Planning
- Travel
Lynn Sullivan Summary
- Lynn Sullivan, based in Boston, MA, US, is currently a New England Metro, Wealth Market President at TD PRIVATE CLIENT WEALTH LLC. Lynn Sullivan brings experience from previous roles at TD, MountainOne and Morgan Stanley. Lynn Sullivan holds a 1988 - 1990 Bay Path University. With a robust skill set that includes Portfolio Management, Wealth Management, Banking, Financial Services, Credit and more. Lynn Sullivan has 2 emails and 1 mobile phone numbers on RocketReach.
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