Mike O'Sullivan Email & Phone Number
Founder, Accredited Investor Group
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Mike O'Sullivan Location
- Orlando, FL, US
Mike O'Sullivan Work
- 2013 -now Founder, Accredited Investor Group @ Self-employed
- 2015 -2017 Business Development Specialist and Internal Wholesaler @
- 2009 -2011 401k and Retirement Plan Service Manager, Internal Sales Support @ LAMCO Advisory Services, Inc.
- 2005 -2009 Manager of Investment and 401k Plan Services @
- 2001 -2004 Manager of Retirement Plan Investments, Internal Sales Consultant @
- 1995 -2000 Financial Consultant - Morgan Stanley Online @
Mike O'Sullivan Education
- University of Central Florida
Bachelor of Arts (B.A.) (Psychology)
Mike O'Sullivan Skills
- Retirement Planning
- Retirement
- Investments
- 401k
- Wealth Management
- Financial Advisory
- Mutual Funds
- Fixed Annuities
- Investment Advisory
- Asset Management
- Series 7
- Insurance
- Employee Benefits
- Portfolio Management
- Strategic Financial Planning
- Life Insurance
- Series 65
- Asset Allocation
- Retirement Plan Consulting
- Financial Markets
- Financial Planning
- Asset Managment
- ERISA
- Qualified Retirement Plans
- Defined Contribution
- Indexed Annuities
- Series 66
- 401(k) Retirement Savings Plans
Mike O'Sullivan Summary
- Mike O'Sullivan, based in Orlando, FL, US, is currently a Founder, Accredited Investor Group at Self-employed. Mike O'Sullivan brings experience from previous roles at City National Rochdale, LAMCO Advisory Services, Inc., SagePoint Financial - Certified Financial Group and CBIZ. Mike O'Sullivan holds a Bachelor of Arts (B.A.) in Psychology @ University of Central Florida. With a robust skill set that includes Retirement Planning, Retirement, Investments, 401k, Wealth Management and more. Mike O'Sullivan has 5 emails and 5 mobile phone numbers on RocketReach.
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