Nick Sullivan Email & Phone Number
Senior Financial Advisor @ KFA Private Wealth Group
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Nick Sullivan Location
- New York, NY, US
Nick Sullivan Work
- 2022 -now Senior Financial Advisor @
- 2020 -2022 Lead Planner @
- 2016 -2020 Wealth Manager @
- 2015 -2016 Wealth Manager @
- 2014 -2015 Investment Advisor @
- 2013 -2014 HNW Investment Professional @
- 2011 -2012 Financial Analyst @
- 2009 -2010 Sarbanes Oxley Co-op @
Nick Sullivan Education
- Kaplan University
CERTIFIED FINANCIAL PLANNER™ (Course of Study, Financial Planning and Analysis)
2014-2015 - Penn State University
Bachelor of Science (B.S.) (Finance)
2006-2010 - Penn State University
Bachelor of Arts (B.A.) (Economics)
2006-2010
Nick Sullivan Skills
- Variance Analysis
- Accounting
- Retirement Planning
- Financial Planning
- Financial Modeling
- Capital Markets
- Bloomberg
- Finance
- Mutual Funds
- Visual Basic
- Microsoft Office
- Strategic Financial Planning
- Microsoft Excel
- Options Strategies
- Personal Financial
- Microsoft Office Sharepoint Server
- Personal Financial Planning
- Sarbanes Oxley Act
- Thompson One
- Strategic Financial
- SAP R/3
- Hyperion HFM
- SAP BW
- Equity Trading
Nick Sullivan Summary
- Nick Sullivan, based in New York, NY, US, is currently a Senior Financial Advisor at KFA Private Wealth Group. Nick Sullivan brings experience from previous roles at Facet Wealth, PrairieView Partners, All Star Financial and Vanguard. Nick Sullivan holds a 2014 - 2015 CERTIFIED FINANCIAL PLANNER™ in Course of Study, Financial Planning and Analysis @ Kaplan University. With a robust skill set that includes Variance Analysis, Accounting, Retirement Planning, Financial Planning, Financial Modeling and more. Nick Sullivan has 2 emails and 3 mobile phone numbers on RocketReach.
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Top KFA Private Wealth Group Employees
Prema Nair
Senior Tax Manager
Washington, DC, US
Jason Epps
Vice President, Private Wealth Advisor
McLean, VA, US
Nick Sullivan
Senior Financial Advisor
New York, NY, US
Sean Obetz
Tax Manager
Lititz, PA, US
John Fennig
Co-Founder, Private Wealth Advisor
Vienna, VA, US
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