Brian Sullivan Email & Phone Number

Greater Chicago Area

Chicago, IL

Managed client reporting for over 40 accounts ranging from $5-280 Million in valueResponded to clients and prospects daily regarding a variety of inquiries and requestsProvided ongoing support to the marketing, compliance and portfolio management teamsPrepared presentation and marketing materials for client review and prospective callsAssisted coordination.

Oak Brook, IL

• Set up seminars twice a month for the managing director and his team of advisors to present information to clients and prospects across Illinois, Indiana, Michigan and Wisconsin.
• Constructed over 30 financial plans for clients and prospects
• Generated over 200 new prospects through following following up on referrals and making introductory calls.
• Created portfolio reports, such as a fee analysis, for existing clients and prospects using Excel and MorningStar.
• Accessed the UBS fixed asset inventory to create portfolios for clients
• Concluded transactions between second market firms for clients to sell out of private equity holdings.

Schaumburg, Illinois

• Handled hundreds of transactions from bank customers daily
• Adhered to the man policies and procedures detailing transactions, safety and security
• Referred customers with high balances in checking and savings accounts and those making large deposits to Chase Private Client bankers and advisors.
• Handled upset or unruly customers with a positive outlook, resolving any issue in a positive manner.