Brian Sullivan
Vice President Regional Financial Consultant @Mutual of America Financial Group
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WORK HISTORY
Vice President Regional Financial Consultant @Mutual of America Financial Group
Devote a great deal of time and attention to build relationships with clients to understand theirneeds and provide the best investment guidance across New England and New York State.Organize the clients\' finances to prepare for retirement, projecting the results of savings andinvestments. Use vast technical knowledge of Money Guide Pro and Morningstar Advisor toassist clients in reaching their financial goals as efficiently as possible.Highlights:* Demonstrated strong consultative sales skills in selling equity mutual funds during thecollaboration with three Senior Regional Vice Presidents and their staffs of group alongwith individual sales representatives.* Created a favorable public image for the company through outstanding educationalseminars, including individual and group seminars via Cisco WebEx, for employers withgroup retirement plans.* Collaborated with C-Suite Executives on planning and exit strategies for a successfulretirement.
EDUCATION
Boston College
Bachelor of Science
ABOUT BRIAN SULLIVAN
As a results-driven and tenacious financial professional with broad-based experience, I haveexpertise in financial planning with CFP, ChFC, and CLU certifications. I have comprehensiveexperience selling investment products and financial settings with an in-depth knowledge of theequity market structure and exemplary skills in developing effective strategies to optimizeefficiencies, reduce trading costs, and enhance relationships with financial institutions andcapital markets.I’m accustomed to establishing win-win relationships with high net worth individuals byensuring the utmost satisfaction. Additionally, I possess a keen eye for detail and extreme abilityto multitask in a globally competitive and fast-paced environment.Both colleagues and senior leadership have repeatedly recognized me for my ability to establishtrust, define the vision, and build long-standing, collaborative relationships.
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