Daniel Sullivan, Jr. Email & Phone Number

I am fortunate to lead a team of advisors across the US for CIBC where our focus is to work with business owners, executives, professionals and their families. As a team, we focus on relationship building and listening to our clients, guided by our shared purpose – to help make their ambitions a reality. Every team member plays an integral role to deliver targeted solutions and high touch service that our clients have come to expect from CIBC. Private Wealth and Banking is a passion of mine as we truly come to understand a family’s goals and objectives. After completing a formal bank credit training program followed by earning a Master of Business from the University of Chicago Booth School of Business, I joined a market leading commercial bank where I was able to build a strong foundation to relationship banking. I have served as the Head of Private Banking for CIBC since 2017 which includes a member of the US Regions Operating Committee. Giving back to the community we serve is important to me which lead me to nearly 18 years volunteering in Wilmette as a member of our Zoning Board of Appeals and Village Trustee. In addition, I serve on the board of trustees for the Chicago Symphony Orchestra Association and the Ireland Funds of Chicago.

Listed skills include Commercial Banking, Portfolio Management, Private Banking, Commercial Lending, and 14 others.