Shaune Sullivan
Director, Head of Fiduciary Operations at Alvarez & Marsal Private Wealth Partners
- Role
- Director, Head of Fiduciary Operations at Alvarez & Marsal Private Wealth Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Shaune Sullivan
I have over a decade of experience in the financial services industry, working for reputable trust companies. My experience includes proficiency in business trust management, risk management, enhancing reporting and analysis, project management, and driving process improvement initiatives. I thrive in dynamic environments, leveraging my skills to deliver tangible results and contribute effectively to organizational and client success.
Experience
Director, Head of Fiduciary Operations
Alvarez & Marsal Private Wealth Partners
Dec 2024 — Present · Wilmington, DE, US
Responsible for leading the design and management of operations for A&M Private Wealth Partners, an SEC regulated investment adviser, and its de novo trust company, which is pending conditional approval with the OCC• Building operational infrastructure and fiduciary risk management framework for the de novo trust company including policies, procedures, governance structures, and technology solutions to ensure compliance with national banking laws
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Science, Finance & Marketing
2008 — 2012
American University of Rome
Study Abroad, Finance
2011 — 2011
Villanova University
Master of Business Administration (MBA), Strategic Management & Finance
2015 — 2017
Skills
- Risk Assessment
- Vba
- Management
- Microsoft Office
- Risk Management
- Powerpoint
- Microsoft Excel
- Finance
- Provision
- Access
- Employee Engagement
- Controls Assessment
- Multi Tasking
- Process Control
- Business Objects
- Sharepoint
- Outlook
- Accounting
- Project Planning
- Microsoft Word
- Business Process Mapping
- Project Management
- Sentinel
- Process Improvement
- Recruiting
- Bloomberg
- Operational Risk
- Social Media
- Time Management
- Visio
- Event Planning
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