Lynn Sullivan Email & Phone Number
New England Metro, Wealth Market President @ TD PRIVATE CLIENT WEALTH LLC
Lynn Sullivan Location
Hartford, CT, US
Lynn Sullivan Work
- 2024 - now New England Metro, Wealth Market President @ TD PRIVATE CLIENT WEALTH LLC
- 2022 - 2024 Wealth Market Leader @ E-Logic Info Tech Ltd
- 2017 - 2022 President of MountainOne Investments and Executive of Community banking at MountainOne Financial @ MountainOne
- 2016 - 2017 Head of Cash Management Sales @ Morgan Stanley
- 2014 - 2016 Executive Director @ Morgan Stanley
- 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
Lynn Sullivan Summary
Lynn Sullivan, based in Hartford, CT, 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 1 emails and 1 mobile phone numbers on RocketReach.
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