Managing Director - Wealth Management @ (March 2025 - March 2026)
Director, Family Office Investment Solutions @ (January 2021 - March 2025)
Senior Vice President @ (October 2018 - January 2021)
Investment Solutions Group - Vice President @ (January 2016 - September 2018)
Investment Solutions Group - Assistant Vice President @ (August 2015 - January 2016)
Private Bank - Associate Investor @ (August 2013 - August 2015)
Private Banking Analyst @ (July 2010 - August 2013)
Intern @ (June 2009 - August 2009)
Accounting Intern @ (June 2008 - August 2008)
Government Affairs Intern @ (June 2007 - August 2007)
Matt Sullivan Education
The College of William and Mary
B.A. (Finance, Philosophy)
2006-2010
Matt Sullivan Summary
Matt Sullivan, based in Los Angeles, CA, US, is currently a Managing Director, Investment Counselor at Citi. Matt Sullivan brings experience from previous roles at Oakmont Corporation, Citi and Deutsche Bank. Matt Sullivan holds a 2006 - 2010 B.A. in Finance, Philosophy @ The College of William and Mary. Matt Sullivan has 1 emails and 2 mobile phone numbers on RocketReach.
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