Bill Osullivan
Senior Vice President at Brookfield Private Wealth
- Role
- Senior Vice President at Brookfield
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Bill Osullivan
Accomplished investment products executive with diverse experience in alternative investments and traditional product distribution. Demonstrated success in partnering with asset management firms in front to back distribution of mutual funds, hedge funds, ETFs, private equity, real estate and managed futures products. Experienced in all aspects of RIA and broker-dealer platform distribution including sales and marketing, product management, strategy and platform development, relationship management, operations and administration and private placement regulatory compliance.Specialties: Alternative investment asset class, sales and marketing, product management, strategy and platform development, relationship management, operations and administration and private placement regulatory compliance.
Experience
Senior Vice President
Jan 2022 — Present · New York, NY, US
Education
Hofstra University
BBA
City University of New York-Baruch College - Zicklin School of Business
MBA
Skills
- Fund of Funds
- Wealth Management
- Product Management
- Equities
- Series 7
- Asset Management
- Derivatives
- Fixed Income
- Alternative Investments
- Private Equity
- Key Account Management
- Hedge Funds
- Sales Operations
- Platform Management
- Series 24
- Series 63
- Platform Integration
- Operations Management
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