Brian Sullivan is a highly qualified professional, who works in New Vintage Financial Services on the position of Financial Planner from 2016. Brian Sullivan has earned professional experience in more than five positions at different companies. This expert has such qualifications as Series 7, 65 & 63. San Francisco, California is the area, where this person was lastly known to be located. Brian's phone and email can be accessed through this website by request.
Name variants:
Bryan Sullivan,
Bryant Sullivan
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 13, 2022
Location
San Francisco, CA
Company
New Vintage Financial Services
Workplace
Financial Planner
Work History
Paraplanner
3150 Crow Canyon Pl SUITE 200, San Ramon, CA 94583
Prepared 300+ detailed financial plans based on individual client focuses and goals
Supported over 20 financial advisors by preparing strategic reports and guidance for clients
Placed tra...
Aug 2012 — Jun 2016
Finance Intern
1880 Santa Barbara Ave SUITE 240, San Luis Obispo, CA 93401
Maintained mock trading account specializing in options trading
Participated in client wealth management meetings
Compiled quarterly reports and planned potential investment strategies
Jun 2011 — Aug 2011
Sales Team Leader
88 Vilcom Center Dr, Chapel Hill, NC 27514
Netted over $11,000 in business advertising sales, surpassing sales quota by 10%
Worked independently and was promoted to a sales team leader
Created team-building exercises to ensure tim...
May 2010 — Aug 2010
Education
2008 — 2012
Occupations
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Social Media
Powerpoint
Investments
Wealth Management
Finance
Retirement Planning
Sales
Time Management
Strategic Financial Planning
Social Media Marketing
Customer Service
Financial Planning
Social Networking
Microsoft Excel
Leadership
Public Speaking
FAQs about Brian Sullivan
What's the main profession of Brian Sullivan?
The expert is a Financial Planner.
What are the main profession of This expert?
These person's professions are Financial Broker and Financial Planner
Where is Brian Sullivan currently located?
Brian Sullivan is located in San Francisco, California.
How many companies did Brian Sullivan work at?
The professional worked at five jobs.
Where has Brian Sullivan studied?
Brian studied at the from 2008 to 2012.
What are the certifications of Brian Sullivan?
Brian Sullivan received the following certifications: Series 7, 65 & 63.
Are there any professional industries Brian Sullivan works in?
This person works in Financial Services industry.
Are there any professional skills Brian Sullivan has?
This professional has the following skills: Social Media, Powerpoint, Investments, Wealth Management, Finance, Retirement Planning, Sales, Time Management, and Strategic Financial Planning.