Brent Sullivan Email and Phone Number
Taxable wealth blogger, consultant and software developer.Tax Alpha Insider is my blog.I consult for advisers and vendors on taxable portfolio product and marketing. This ranges from content creation and marketing strategy to product development and tax research.ADVDB is my database of investment advisers, built on SEC data, updated monthly, and freely available. Users (mostly salespeople) say things like "pretty cool," "useful," and "wow." ---Disclaimer: The information provided in this LinkedIn profile, produced by Tax Alpha, LLC, is for general education and journalistic purposes and does not constitute investment, tax, or legal advice. This content focuses specifically on the taxation of investment products but is not a recommendation to buy or sell any investment product. Brent Sullivan is not an investment advisor, CPA, or tax professional and is not authorized to practice before the IRS. For personalized advice, consult a licensed professional. Laws may change, so verify with a credentialed expert.
Tax Alpha Insider
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FounderTax Alpha Insider Sep 2023 - PresentSeattle, Washington, United States
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FounderAdvdb Mar 2024 - PresentSeattle, Washington, United StatesAn easily searchable investment adviser database -
FounderTimevalueprep Mar 2023 - Aug 2023Seattle, Washington, United StatesSeries 65 exam prep
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On LeavePaternity Leave Oct 2022 - Dec 2022Seattle, Washington, United States -
FounderPrismatic Investments Feb 2022 - Dec 2022Seattle, Washington, United StatesPrismatic Investments was a registered investment advisor (RIA) focused on cryptocurrency tax-loss harvesting. I raised $500k to build and validate. While the crypto macro was poor, there is also little demand for cryptocurrency wealth advisory. I failed fast, returned a little capital to investors, and moved on.
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FounderDeconstructconf Nov 2016 - Apr 2022Seattle, Washington, United StatesI co-founded and operated DeConf for 5 years. We had 1,500 satisfied customers and generated around $1mm in revenue. -
Entrepreneur In ResidencePioneer Square Labs Oct 2021 - Feb 2022Seattle, Washington, United StatesI pitched and killed two dozen ideas for PSL. We ultimately proceeded with ill-fated Prismatic Investments. -
Software EngineerZillow Nov 2018 - Apr 2021Seattle, Washington, United StatesI worked as a developer in the monitoring group. I delivered a novel monitoring product using AWS Synthetics with 99.999% uptime for comparable existing cost. I also drove an RFP aiming to discover an outsourced observability provider, although we ultimately decided to insource. -
Software EngineerParametric Jan 2016 - Oct 2018Seattle, Washington, United StatesI was a developer responsible for critical failure response. Before that, I saved Parametric nearly $1mm per year by replacing AWS state management with random selection. -
Vice President Of Credit, Interim Head Of TechnologySnw Asset Management Nov 2013 - Dec 2015Seattle, Washington, United StatesI researched and recommended bond investments. My biggest contribution was technology, where I lead an effort to introduce default probability as an investment mode, but also automated "sell" programs, saving countless hours of manual work.
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Portfolio AssociatePimco Oct 2011 - Oct 2013Newport Beach, California, United StatesI was lead portfolio associate for a Chief Investment Officer. I shuffled around over $1tn in assets per his instructions. I contributed to the effort to automate "sell" programs, which involved convex optimization programming using OPL and CPLEX, saving countless hours of manual effort and reducing trade allocation disparity. I also managed a compliance effort to open new brokers for execution, saving portfolios tens-of-millions per year in markup/down. -
Investment Banking AssociateCommerzbank Ag Feb 2011 - Sep 2011Manhattan, New York, United StatesI was a relationship banking associate. There's not much to share here except that I passed FINRA Series 7, 63, and 79 ahead of my colleagues and moved on quickly.
Brent Sullivan Education Details
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Operations Research - Financial Engineering, Mps - Statistics
Frequently Asked Questions about Brent Sullivan
What company does Brent Sullivan work for?
Brent Sullivan works for Tax Alpha Insider
What is Brent Sullivan's role at the current company?
Brent Sullivan's current role is Founder of Tax Alpha Insider | Ex Parametric, Zillow, PIMCO | Source Code + Tax Code == πͺ.
What schools did Brent Sullivan attend?
Brent Sullivan attended Cornell University, University Of California, Riverside.
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