CFBS-Certified Family Business Specialist ( Certificate in Business Succession Planning)
1996 - 1997
The American College
ChFC- Chartered Financial Consultant ( Financial Planning and Servicies)
1982 - 1984
The American College
CLU-Chartered Life Underwritier ( Insurance and Investments)
1976 - 1980
Loras College
Business Administration
1967 - 1971
St. Ignatius
High School/Secondary Diplomas and Certificates
1963 - 1967
Patrick Sullivan's Skills
Investments
Retirement Planning
Estate Planning
Succession Planning
Wealth Accumulation
Fixed Annuities
Variable Annuities
Life Insurance
Disability Insurance
Term Life Insurance
Patrick Sullivan's Summary
Patrick Sullivan, based in Westmont, Illinois, United States, is currently a Financial Advisor at Sp Services (Uk) LTD. Patrick Sullivan holds a 1996 - 1997 CFBS-Certified Family Business Specialist in Certificate in Business Succession Planning @ The American College. With a robust skill set that includes Investments, Retirement Planning, Estate Planning, Succession Planning, Wealth Accumulation and more, Patrick Sullivan contributes valuable insights to the industry.