Bill Sullivan Email & Phone Number

Formed in 1990, TCO Fly Shop is the largest, most complete fly fishing outfitter on the East Coast. TCO (Tulpehocken Creek Outfitters) was named after one of the finest tailwater fisheries in the east, the Tulpehocken Creek. Our vision is simply to be the best, most trusted and respected fly fishing retailer on the planet with extended focus on ideas and concepts that facilitate growth of the sport and in turn the industry. Feel free to contact me for event information.

Nitrogen is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com

Greater Philadelphia Area

eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 550 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com

Wilmington, De

I was responsible for executing Pershing's Advisory Business Development initiatives that involve working with Pershing's existing broker-dealer client and prospect firms. My responsibilities included understanding our client's and prospect's immediate advisory needs and strategic initiatives. I articulated how Pershing's suite of services and support (platform tools, advisory consulting and back office services) can increase a firm's profitability by delivering a fully integrated advisory solution. I was responsible for executing Pershing's Asset Manager Outsourcing business development initiative. I worked with asset managers to present our back office outsourcing solutions. I am proficient on the Managed Investments industry focused on delivering solutions which includes SMA, UMA, Mutual Fund/ETF Wrap and Rep Managed/Advised Business. I effectively partnered with senior executives across both BNY Mellon and Pershing to pursue new opportunities and meet directly with C-level executives of our client and prospect firms. I was a member of the firm's Risk Operating Committee and Co-Chair of our regions Women's Initiative Network (WIN).