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Patrick Sullivan Location
Malvern, PA, US
Patrick Sullivan Work
2025 -now Vice President, Head of National Accounts @
2022 -2023 Senior Vice President - Head of Strategic Accounts @
2011 -2022 Vice President and Senior Account Manager - U.S. National Accounts @
1991 -2016 Commissioned Officer @
2009 -2011 Vice President - Business Development and Strategic Account Management @
2006 -2009 Managing Director - National Accounts @ SEI Investments
2003 -2006 Vice President of Business Development @
2002 -2003 Investment Officer - Institutional Investment Team @
2001 -2002 Associate - Sales and Trading @ Salomon Smith Barney
1996 -1999 Senior Account Executive - Investment Advisor Group @
Patrick Sullivan Education
Cornell Johnson Graduate School of Management
MBA (Finance)
Hobart and William Smith Colleges
BA (Economics)
Springside Chestnut Hill Academy
Patrick Sullivan Skills
Asset Managment
Asset Management
Business Development
Equities
Financial Advisory
Financial Services
Fixed Income
Investment Management
Investment Strategies
Investments
Management
Mutual Funds
Wealth Management
Strategy
Portfolio Management
Leadership
Marketing
Public Speaking
Sales Management
Patrick Sullivan Summary
Patrick Sullivan, based in Malvern, PA, US, is currently a Vice President, Head of National Accounts at Glenmede Investment Management. Patrick Sullivan brings experience from previous roles at Toews Asset Management, PGIM Investments, United States Marine Corps and Advisors Asset Management, Inc.. Patrick Sullivan holds a MBA in Finance @ Cornell Johnson Graduate School of Management. With a robust skill set that includes Asset Managment, Asset Management, Business Development, Equities, Financial Advisory and more. Patrick Sullivan has 1 emails and 2 mobile phone numbers on RocketReach.
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