Sterling M. Sullivan
- Role
- Vice President & Sr Wealth Advisor at Calamos Wealth Management
- Location
- Naperville, IL, US
- LinkedIn followers
- 500 followers
About Sterling M. Sullivan
As a Wealth Manager, I specialize in working with professional athletes, coaches…
Experience
Vice President & Sr Wealth Advisor
Jan 2013 — Present
I advise individuals, business owners, corporate executives, families and family offices on how to simplify their financial complexities through a comprehensive and holistic approach to Wealth Management driven by investment advisory, wealth planning and risk management. Our relationship based approach to wealth management involves implementing comprehensive wealth management plans, combining investment management solutions, fiduciary services, estate planning strategies and philanthropy.
Education
Illinois Institute of Technology
BA with Honors, Analytical Chemistry
DePaul Driehaus College of Business
MBA, Finance AND Mgmt. of Information Systems
Skills
- Finance
- Mergers & Acquisitions
- Joint Ventures
- Financial Services
- Strategic Financial Planning
- High-Level Relationship Management
- Capm
- Term Sheets
- Credit
- Portfolio Management
- New Business Development
- Global Business Development
- Strategic Partnerships
- International Finance
- Credit Analysis
- Private Banking
- Securities
- Trading
- Banking
- Mergers
- Corporate Development
- Financial Structuring
- Wealth Management
- Dcf
- Raroc
- Relationship Management
- Capital Markets
- Irr
- Investment Management
- Wealth Management Services
- Investment Banking
- International Sales
- Corporate Lending
- Credit Assessment
- Private Wealth Management
- Project Finance
- Corporate Finance
- Syndications
- Cash Flow Lending
- Npv
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