Peter Sullivan Email & Phone Number
Vice President, Regional Planning Consultant @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Sullivan Location
- Boston, MA, US
Peter Sullivan Work
- Vice President, Regional Planning Consultant @ (March 2026 - Present)
- Vice President, Wealth Planner @ (August 2023 - April 2026)
- Private Wealth Management - Investment Management Consultant @ (December 2018 - August 2023)
- Private Wealth Management - Relationship Manager @ (March 2017 - December 2018)
- Financial Consultant @ (July 2015 - March 2017)
- Regional Sales Director @ F-Squared Investments (September 2013 - July 2015)
- Institutional Client Service Manager @ (January 2010 - August 2012)
- Institutional Client Service Manager @ (January 2010 - September 2013)
- Financial Advisor @ (August 2012 - September 2013)
- Associate @ Sullivan Engineering (June 2004 - January 2010)
- Operations Management @ (July 1998 - June 2004)
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 3 mobile phone numbers on RocketReach.
Looking for a different Peter Sullivan?
Find contact details for 700 million professionals.
Others Named Peter Sullivan
Peter Sullivan
CEO and Founder
Santa Barbara, CA, US
Peter Sullivan
Founder
Weston, CT, US
Peter Sullivan
Chief Operating Officer
New York, NY, US
Peter Sullivan
General Manager at Hyatt Place Melbourne,Essendon Fields
Victoria, Australia
Peter Sullivan
Partner
Chicago, IL, US
Peter Sullivan
Co-Founder and President
San Francisco, CA, US
Peter Sullivan
GTM and Partnerships Lead
New York, NY, US
Peter Sullivan
Managing Director
Franklin, MA, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co