Tra Sullivan Email & Phone Number
Partner @ Beaird Harris
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Tra Sullivan Location
- Texas, United States
Tra Sullivan Work
- Partner @ (January 2020 - Present)
- Financial Advisor @ (January 2017 - December 2019)
- Regional Sales Director @ (January 2014 - January 2017)
- Senior Relationship Officer @ (January 2011 - January 2013)
- Senior Investment Consultant @ (January 2004 - January 2010)
- Retirement Consultant @ (January 1999 - January 2003)
Tra Sullivan Education
- The University of Dallas
Master of Business Administration (M.B.A.) (Finance, General)
- University of North Texas
Bachelor of Business Administration (B.B.A.) (Finance, General)
Tra Sullivan Skills
- Investment Advisory
- Private Banking
- Financial Planning
- SaaS
- Trade Finance
- Credit Risk
- Mutual Funds
Tra Sullivan Summary
- Tra Sullivan, based in Texas, United States, is currently a Partner at Beaird Harris. Tra Sullivan brings experience from previous roles at Beaird Harris and Fidelity Investments. Tra Sullivan holds a Master of Business Administration (M.B.A.) in Finance, General @ The University of Dallas. With a robust skill set that includes Investment Advisory, Private Banking, Financial Planning, SaaS, Trade Finance and more. Tra Sullivan has 1 emails on RocketReach.
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