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 @
- 2024 -now Founder and Wealth Manager @ Sullivan Farr Wealth Advisors, LLC
- 2018 -2024 VP - Financial Consultant @
- 2017 -2018 Associate Financial Consultant @
- 2015 -2017 Financial Services Professional @
- 2014 -2015 Tax Preparer @ Cyr Tax Consulting
Michaela Sullivan Education
- University of Colorado Denver
Master of Business Administration - MBA
2024 - Metropolitan State University of Denver
Bachelor's degree (Accounting)
2010-2015
Michaela Sullivan Skills
- Asset Allocation
- 401K Rollovers
- Investments
- Banking and Credit Management
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 Master of Business Administration - MBA @ University of Colorado Denver. With a robust skill set that includes Asset Allocation, 401K Rollovers, Investments, Banking and Credit Management and more. Michaela Sullivan has 2 emails on RocketReach.
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