Peter Sullivan Email & Phone Number

Vice President, Regional Planning Consultant @ Fidelity Investments

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Peter Sullivan Location

Boston, MA, US

Peter Sullivan Work

2026 - now Vice President, Regional Planning Consultant @
2023 - 2026 Vice President, Wealth Planner @
2018 - 2023 Private Wealth Management - Investment Management Consultant @
2017 - 2018 Private Wealth Management - Relationship Manager @
2015 - 2017 Financial Consultant @
2013 - 2015 Regional Sales Director @ F-Squared Investments
2012 - 2013 Financial Advisor @
2010 - 2012 Institutional Client Service Manager @
2004 - 2010 Associate @ Sullivan Engineering
1998 - 2004 Operations Management @

Peter Sullivan Education

College of the Holy Cross
BA (History)
1994 - 1998
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration - MBA (Finance, General)
Boston University
Financial Planning (Financial Planning and Services)

Peter Sullivan Skills

Investments
ETFs
Equities
Mutual Funds
Asset Allocation
Series 7
Series 66
Alternative Investments

Peter Sullivan Summary

Peter Sullivan, based in Boston, MA, US, is currently a Vice President, Regional Planning Consultant at Fidelity Investments. Peter Sullivan brings experience from previous roles at Fidelity Investments. Peter Sullivan holds a 1994 - 1998 BA in History @ College of the Holy Cross. With a robust skill set that includes Investments, ETFs, Equities, Mutual Funds, Asset Allocation and more. Peter Sullivan has 4 emails and 2 mobile phone numbers on RocketReach.

Peter Sullivan Emails

Found 4 emails

Peter Sullivan Phone Numbers

Found 6 phone numbers

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aol.com
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Top Fidelity Investments Employees

Keith Dennelly

CIO Asset Management

Boston, MA, US

comcast.net

+1 617-392-XXXX
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Boston, MA, US

fidelity.com
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fmr.com

+1 508-883-XXXX
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Michael Gabree

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Boston, MA, US

fidelity.com
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Mike Pegnato

COO, Fidelity Personal Trust Company

Swampscott, MA, US

yahoo.com

+1 617-912-XXXX
+1 617-884-XXXX
+1 617-319-XXXX
...

Timothy Habbershon

Founder, Fidelity Center for Family Engagement

Boston, MA, US

fidelity.com
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+1 617-563-XXXX
+1 215-688-XXXX

Phil Donovan

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Boston, MA, US

gmail.com
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Michael O'Reilly

President, Fidelity Digital Assets

Boston, MA, US

fmr.com

+1 617-429-XXXX
+1 781-848-XXXX
+1 781-242-XXXX

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