Patrick O'Sullivan Location
Chicago, IL, US
Patrick O'Sullivan Work
- 2024 - now Business Development Officer @ Savant Wealth Management
- 2023 - 2024 Senior Investment Consultant covering IN and MI @ Calamos Investments
- 2020 - 2024 VP, Advisor Consultant - covering Eastern MI @ Nuveen, a TIAA company
- 2005 - 2020 Player and Coach East Team for Wirehouse also Hybrid and Senior Internal Advisor Consultant covering IL and IN @ Nuveen, a TIAA company
- 2000 - 2004 National Accounts - Junior Account Manager @ Scudder Investments
- 1999 - 2000 Internal Service Representative @ Scudder Kemper Investments Inc
Patrick O'Sullivan Education
- Loyola University Chicago1993 - 1997
- University of Dallas
Patrick O'Sullivan Skills
- Financial Analysis
- Bonds
- Securities
- Separately Managed
- Wealth Management
- Mutual Funds
- Institutional Investments
- Series 65
- Institutional Clients
- Series 7
Patrick O'Sullivan Summary
Patrick O'Sullivan, based in Chicago, IL, US, is currently a Business Development Officer at Savant Wealth Management. Patrick O'Sullivan brings experience from previous roles at Calamos Investments, Nuveen and DWS Scudder Investments. Patrick O'Sullivan holds a 1993 - 1997 Loyola University Chicago. With a robust skill set that includes Financial Analysis, Bonds, Securities, Separately Managed, Wealth Management and more. Patrick O'Sullivan has 3 emails and 2 mobile phone numbers on RocketReach.
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