Brian Sullivan

Brian Sullivan Email and Phone Number

Client Relations and Portfolio Administrator at Hedeker Wealth, LLC @ Hedeker Wealth, LLC
lincolnshire, illinois, united states
Brian Sullivan's Location
Greater Chicago Area, United States
Brian Sullivan's Contact Details

Brian Sullivan work email

Brian Sullivan personal email

n/a
About Brian Sullivan

Brian Sullivan is a Client Relations and Portfolio Administrator at Hedeker Wealth, LLC at Hedeker Wealth, LLC. He possess expertise in marketing, microsoft excel, customer service, team leadership, sales and 1 more skills.

Brian Sullivan's Current Company Details
Hedeker Wealth, LLC

Hedeker Wealth, Llc

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Client Relations and Portfolio Administrator at Hedeker Wealth, LLC
lincolnshire, illinois, united states
Website:
hedekerwealth.com
Employees:
3
Brian Sullivan Work Experience Details
  • Hedeker Wealth, Llc
    Client Relations And Portfolio Administrator
    Hedeker Wealth, Llc Nov 2017 - Present
    Greater Chicago Area
    View
  • Lombardia Capital Partners
    Analyst
    Lombardia Capital Partners Aug 2016 - May 2017
    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 of opening/closing accounts and cash flow eventsMastered a variety of data systems, including eVestment, TPA, Bloomberg and BaselineMaintained accuracy of data systems, resolving issues before client deadlines must be met
    View
  • Ubs
    Intern
    Ubs Jun 2015 - Jun 2016
    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.• Learned about a variety of investment vehicles used in today's market environment from UBS Financial Advisors.
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  • Chase
    Bank Teller
    Chase Aug 2013 - Jun 2015
    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.
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Brian Sullivan Skills

Marketing Microsoft Excel Customer Service Team Leadership Sales Microsoft Office

Brian Sullivan Education Details

Frequently Asked Questions about Brian Sullivan

What company does Brian Sullivan work for?

Brian Sullivan works for Hedeker Wealth, Llc

What is Brian Sullivan's role at the current company?

Brian Sullivan's current role is Client Relations and Portfolio Administrator at Hedeker Wealth, LLC.

What is Brian Sullivan's email address?

Brian Sullivan's email address is br****@****ase.com

What schools did Brian Sullivan attend?

Brian Sullivan attended Roosevelt University.

What skills is Brian Sullivan known for?

Brian Sullivan has skills like Marketing, Microsoft Excel, Customer Service, Team Leadership, Sales, Microsoft Office.

Who are Brian Sullivan's colleagues?

Brian Sullivan's colleagues are Vidad Akish, Dean Hedeker, Thomas Ryan.

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