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
- 2010 -2012 Institutional Client Service Manager @
- 2010 -2013 Institutional Client Service Manager @
- 2012 -2013 Financial Advisor @
- 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 3 mobile phone numbers on RocketReach.
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