Peter M Sullivan is a qualified professional, that works in Safe Harbor Distribution on the position of Regional Director since 2018. Peter M Sullivan gained professional experience in more than ten positions at various companies. Peter M Sullivan went to the St. Lawrence University and received education from 1975 to 1979. Baltimore, Maryland is the city, where this person was lastly known to be located. This professional's email address and number are accessed through SoftwareOfficial by request.
Name variants:
Petr Sullivan,
Pete Sullivan,
Petie Sullivan,
Petey Sullivan
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 13, 2022
Email
pm**@yahoo.com
Location
Baltimore, MD
Company
Safe Harbor Distribution
Workplace
Regional Director
Work History
Independent Wholesaler Consultant
Working with Financial Advisors in all channels to help them grow their SMA and mutual fund business; representing select, boutique asset managers; and enhancing their client relationships t...
from 2010
Vice President and Regional Advisory Consultant Wholesaler
420 Montgomery St, San Francisco, CA 94129
Working with FA's from the Dakotas to Alaska to develop and grow their businesses by educating them on Envision and multiple advisory programs available to them within Wells Fargo.
2008 — 2010
Investment Consultant Wholesaler
1 One Liberty Pl, Philadelphia, PA 19103
Provided advisory solutions to independent FA's and RIA's in California, Arizona, Oregon, Washington, Idaho and Alaska.
2007 — 2008
Vice President and Regional Consultant Wholesaler
Dramatically increased SMA and mutual fund business for Phoenix (now Virtus) throughout Northern California, the Pacific Northwest and Western Canada.
2000 — 2003
Vice President and Regional Consultant Wholesaler
1555 Peachtree St, Atlanta, GA 30309
1998 — 2000
Education
1975 — 1979
Occupations
Executive
Region Manager
Manager
Area Manager
Managers
Operations Manager
Skills
Separately Managed Accounts
Series 7
Wealth Management
Financial Advisory
Business Planning
Crm
Investment Strategies
Financial Analysis
Series 63
Mutual Funds
Asset Managment
Marketing
Sales Operations
Alternative Investments
Investment Advisory
Series 65
Asset Allocation
Asset Management
Retirement Planning
Securities
Etfs
Series 24
Uniform Combined State Law
Retirement
Investments
FAQs about Peter M Sullivan
What's the main profession of Peter M Sullivan?
Peter is a Regional Director.
What jobs is Peter M Sullivan a professional at?
The expert is proficient at such jobs as Executive and Region Manager.
Where is Peter M Sullivan currently located?
Peter M Sullivan is located in Baltimore, Maryland.
Does Peter have the email address?
pm**@yahoo.com is Peter M Sullivan's email address.
How many companies did Peter M Sullivan work at?
The professional worked at ten jobs.
Where has Peter M Sullivan studied?
Peter studied at the St. Lawrence University from 1975 to 1979.
What is professional industry that Peter M Sullivan is connected to?
This professional works in Financial Services industry.
What are the skills of Peter M Sullivan?
Peter M Sullivan has the following skills: Separately Managed Accounts, Series 7, Wealth Management, Financial Advisory, Business Planning, Crm, Investment Strategies, Financial Analysis, and Series 63.