John Sullivan
Senior Vice President, Advisor Consultant at Neuberger Berman
- Role
- Senior Vice President, Advisor Consultant at Neuberger
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About John Sullivan
Consultant to Southern California & Hawaii wealth advisory teams on private…
Experience
Senior Vice President, Advisor Consultant
Jan 2024 — Present · San Diego, CA, US
Education
Fairfield University
Bachelor of Arts (B.A.)
2009 — 2012
Skills
- Financial Services
- Retirement
- Financial Advisory
- Bloomberg
- Wealth Management
- Asset Allocation
- Risk Management
- Sales
- Manage Client Relationships
- Investments
- Equities
- Investment Strategies
- Finance
- Securities
- Portfolio Management
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