Patrick O'Sullivan Email & Phone Number
Business Development Officer @ Savant Wealth Management
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Patrick O'Sullivan Location
- Chicago, IL, US
Patrick O'Sullivan Work
- 2024 -now Business Development Officer @
- 2023 -2024 Senior Investment Consultant covering IN and MI @
- 2020 -2024 VP, Advisor Consultant - covering Eastern MI @
- 2005 -2020 Player and Coach East Team for Wirehouse also Hybrid and Senior Internal Advisor Consultant covering IL and IN @
- 2000 -2004 National Accounts - Junior Account Manager @
- 1999 -2000 Internal Service Representative @
Patrick O'Sullivan Education
- Loyola University Chicago 1993-1997
- 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
- Investment Management
- Morningstar
- Asset Allocation
- Hedge Funds
- 401k
- Retirement Planning
- Financial Advisory
- Equities
- Customer Relations
- Financial Modeling
- Wealth
- Institutional
- Series 63
- Investment Advisory
- Asset
- Portfolios
- Asset Management
- Financial Markets
- Alternative Investments
- Trading
- ETFs
- Portfolio Management
- Wholesaling
- Customer Service
- Investment Strategies
- Separately Managed Accounts
- Retirement
- Investments
- Fixed Income
- Asset Managment
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
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 5 emails and 3 mobile phone numbers on RocketReach.
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