Founder
Current
Sep 2023 - Present
AeroLeads people directory · profile
Brent Sullivan Email & Phone Number
Founder of Tax Alpha Insider | Ex Parametric, Zillow, PIMCO | Source Code + Tax Code == 💪
at
Tax Alpha Insider
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder of Tax Alpha Insider | Ex Parametric, Zillow, PIMCO | Source Code + Tax Code == 💪
Location
Seattle, Washington, United States
Who is Brent Sullivan? Overview
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Quick answer
Brent Sullivan is listed as Founder of Tax Alpha Insider | Ex Parametric, Zillow, PIMCO | Source Code + Tax Code == 💪 at Tax Alpha Insider, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Brent Sullivan.
Brent Sullivan previously worked as Founder at Tax Alpha Insider and Founder at Advdb. Brent Sullivan holds Master Of Engineering - Meng, Operations Research - Financial Engineering, Mps - Statistics from Cornell University.
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Tax Alpha Insider
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Profile bio
About Brent Sullivan
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.
Current workplace
Brent Sullivan's current company
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12 roles
Brent Sullivan work experience
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Mar 2024 - Present
Founder
Timevalueprep
Series 65 exam prep
Mar 2023 - Aug 2023
On Leave
Oct 2022 - Dec 2022
Founder
Prismatic Investments
Prismatic 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.
Feb 2022 - Dec 2022
Founder
I co-founded and operated DeConf for 5 years. We had 1,500 satisfied customers and generated around $1mm in revenue.
Nov 2016 - Apr 2022
Entrepreneur In Residence
I pitched and killed two dozen ideas for PSL. We ultimately proceeded with ill-fated Prismatic Investments.
Oct 2021 - Feb 2022
Software Engineer
I 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.
Nov 2018 - Apr 2021
Software Engineer
I 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.
Jan 2016 - Oct 2018
Vice President Of Credit, Interim Head Of Technology
Snw Asset Management
I 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.
Nov 2013 - Dec 2015
Portfolio Associate
I 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.
Oct 2011 - Oct 2013
Investment Banking Associate
I 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.
Feb 2011 - Sep 2011
2 education records
Brent Sullivan education
Master Of Engineering - Meng, Operations Research - Financial Engineering, Mps - Statistics
Bachelor Of Science - Bs, Mathematics, Honors
FAQ
Frequently asked questions about Brent Sullivan
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What company does Brent Sullivan work for?
Brent Sullivan works for Tax Alpha Insider.
What is Brent Sullivan's role at Tax Alpha Insider?
Brent Sullivan is listed as Founder of Tax Alpha Insider | Ex Parametric, Zillow, PIMCO | Source Code + Tax Code == 💪 at Tax Alpha Insider.
Where is Brent Sullivan based?
Brent Sullivan is based in Seattle, Washington, United States while working with Tax Alpha Insider.
What companies has Brent Sullivan worked for?
Brent Sullivan has worked for Tax Alpha Insider, Advdb, Timevalueprep, Paternity Leave, and Prismatic Investments.
How can I contact Brent Sullivan?
You can use AeroLeads to view verified contact signals for Brent Sullivan at Tax Alpha Insider, including work email, phone, and LinkedIn data when available.
What schools did Brent Sullivan attend?
Brent Sullivan holds Master Of Engineering - Meng, Operations Research - Financial Engineering, Mps - Statistics from Cornell University.
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