Michaela Sullivan Email & Phone Number

Wealth Manager @ Savvy Wealth

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Michaela Sullivan Location

Denver, CO, US

Michaela Sullivan Work

2024 - now Wealth Manager @ Savvy Wealth
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2024 - now Founder and Wealth Manager @ Sullivan Farr Wealth Advisors, LLC
2018 - 2024 VP - Financial Consultant @ Charles Schwab
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2017 - 2018 Associate Financial Consultant @ Charles Schwab
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2015 - 2017 Financial Services Professional @ Charles Schwab
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2014 - 2015 Tax Preparer @ Cyr Tax Consulting

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Michaela Sullivan Education

Metropolitan State University of Denver
Bachelor's degree (Accounting)
2010 - 2015
University of Colorado Denver
Master of Business Administration - MBA

Michaela Sullivan Skills

Asset Allocation
401K Rollovers
Investments

Banking and Credit Management

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Michaela Sullivan Summary

Michaela Sullivan, based in Denver, CO, US, is currently a Wealth Manager at Savvy Wealth. Michaela Sullivan brings experience from previous roles at Sullivan Farr Wealth Advisors, LLC and Charles Schwab. Michaela Sullivan holds a 2010 - 2015 Bachelor's degree in Accounting @ Metropolitan State University of Denver. With a robust skill set that includes Asset Allocation, 401K Rollovers, Investments, Banking and Credit Management and more. Michaela Sullivan has 3 emails on RocketReach.

Michaela Sullivan Emails

Found 3 emails

Michaela Sullivan Phone Numbers

Found 2 phone numbers

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Michaela Sullivan

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Michaela Sullivan

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- savvywealth.com
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Michaela Sullivan

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Woburn, MA, US
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