David Sullivan Cfp® Email & Phone Number

Belmont, Ma, Us

Boston, Massachusetts, United States

Waltham, Ma

Boston Ma

I am part of a wealth team who works with a select group of individuals and families to build and implement fully customizable financial plans while strengthening relationships along the way

Burlington Ma

Developed and fostered relationships with new and current clientsProvided full range of services from account maintenance to financial planningUncovered opportunities for a wide range of potential solutions as well as consolidation Part of a constantly learning and growing team environment

➢ Engaged with customers, via inbound calls, assisting with their inquiries, which include providing product and service support such as analyzing trading strategies, processing trades and transaction including mutual funds, equities, options, fixed income, and other monetary requests.➢ Uncovered opportunities and identified products and services that will enhance the client’s financial success while leveraging Financial Consultants when appropriate and collaborating with them to assist with clients portfolio needs.➢ Problem solved clients issues and other complex requests, worked with internal business colleagues when necessary to get to the resolution

Provided service to clients ranging from assisting in paperwork, account maintenance, and tax forms.Processed trades and helped client asses those trades at their discretion. Engaged in uncovering opportunities the client may need help with beyond their stated need.

Responsible for composing and reaching out to a Non-Profit Organization list exceeding 800 organizationsWas tasked with creating promotional ideas to attract students to come to games that usually had low numbers of attendeesCollaborated with fellow intern to completely overhaul and revamp the Junior Terriers Program for kids attending athletic events

Textbook Supervisor overlooking multiple parts of the floor from stocking shelves, processing and pulling orders, to customer service.Collaborated with managers on business strategy and analytics to improve numbersHelped train seasonal employees for all departments ranging from shipping and receiving to general merchandise, to textbooks, to the selling floorAssisted in helping managers gear up for Fall and Spring rush through both the hiring process as well as the building of the stages process

Sport Management

Sport Management