Linnell Sullivan
Managing Director, Senior Relationship Manager
- Role
- Senior Relationship Manager, Managing Director at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Linnell Sullivan
I began my financial services career three decades ago, and today I am a principal…
Experience
Senior Relationship Manager, Managing Director
Jul 2002 — Present
As a Senior Relationship Manager, I provide advice and counsel on a full range of services to move clients toward their long-term financial goals and objectives. As a member of the team\'s investment committee, I bring many years of market acumen in managing government, corporate, and municipal bond portfolios to help set the team\'s strategic asset and style allocations within the guidelines of a client\'s personal wealth management plan.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Skills
- Womens Networking
- Fixed Income Strategist
- Wealth Planning
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