Derek Sullivan

Derek Sullivan Email and Phone Number

Chief Financial Officer @ Triad Partners
Boston, MA, US
Derek Sullivan's Location
Greater Boston, United States, United States
Derek Sullivan's Contact Details

Derek Sullivan personal email

n/a
About Derek Sullivan

CFO, COO, GLOBAL FINANCE EXECUTIVE, C-SUITE ADVISOR ➜ Driven to provide fiscal and market analysis, operational improvement, strategic thinking, and excellence in team performance, I’ve served as a right-hand to the CEO and Chairman in a high-growth software company, designed GTM strategy, assessed new opportunities, and analyzed opportunities of impact to CAGR and growth in competitive markets. ➜ My focus on data-driven decisions, global and regional opportunities, pricing, investment analysis, key alliances, and company value proposition development has guided leadership teams assessing potential commercialization, investment, M&A, technology, AI solutions, and other ventures. EXAMPLES OF EFFECTIVENESS IN FINANCE, GROWTH STRATEGY, OPERATIONS, ADVISORY, AND EXECUTIVE ROLES:● Go-to market strategy, client experience, and account management practices supporting an international software company, with new team structures, customer health scores, and addressable market analysis, in addition to finance and operational administration.● Intuitive thinking and deep financial expertise helping shape new pursuits, products, and growth ventures in institutional asset management, real estate, technology innovation, and other broad services portfolios.● New partnerships acquired to support growth objectives, working with major consulting firms and division heads.● Team building, accountability, mentoring, career path development, hiring, training, and restructuring.● Continual vetting and assessment of data quality for key decisions, identification of addressable markets, profitable sales and marketing strategies, and risk identification and mitigation.STRATEGIC, FINANCIAL, & OPERATIONAL SPECIALTIES:Capital Decisions | Competitive Analysis | Risk Identification & Mitigation | Analytics | Financial Modeling | Growth Opportunities | Market Analysis | FP&A | Business Cases | CAGR | Compliance | AI | Operations | Go To Market | Innovation | KPIs | Partnerships | P&L | Pricing | Strategic Planning | Executive Collaboration | SaaS | Team Building & Performance | Product Strategy | Market Intelligence | Financial Strategy | Treasury | Restructuring | Portfolio StrategyDerek J. Sullivandjsullivan7@comcast.net

Derek Sullivan's Current Company Details
Triad Partners

Triad Partners

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Chief Financial Officer
Boston, MA, US
Website:
triadpartners.com
Employees:
106
Company email:
Johrenk7@gmail.com
Derek Sullivan Work Experience Details
  • Triad Partners
    Chief Financial Officer
    Triad Partners
    Boston, Ma, Us
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  • Fidelity Investments
    Coo & Cfo, Novoed, Inc., Enterprise Services
    Fidelity Investments 2021 - Present
    Boston, Ma, Us
    GROWTH ANALYSIS; OVERSIGHT OF GTM, ECOSYSTEM, EFFICIENCY, PARTNERSHIPS, PRODUCT, & SALES ● Top-line growth, strategy, agility, and trade-off analysis at high-growth social-collaborative learning software company (90 international staff). ● Addressable market, data quality, sales / client retention, partnership, operational, risk, M&A, and team development charter. ● P&L authority for Client Experience and Account teams.● Finance, Legal, Revenue Operations, Client Experience, and Account Management oversight; report to CEO & Chairman.➜ GROWTH, RESTRUCTURING, & PRODUCT LINE ACHIEVEMENTS:► Sharpened GTM strategy by reorganizing teams for focus on analytics / client expansion and retention; broadened territories, added ICP focus, and company value proposition.► Won business case approval with CEO for product line slated to grow addressable market.► Grew ARR, working with consulting firm in new partnership and other solutions; added decision support tool with SaaS unit economics.
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  • Fidelity Investments
    Vp, Finance, Enterprise Services
    Fidelity Investments 2019 - 2021
    Boston, Ma, Us
    ADVISOR ON BUSINESS GROWTH, OPPORTUNITY, TECH INTEGRATION, BUSINESS PLANS, & INVESTMENTS● Investment decision support for Enterprise Services portfolio (eMoney, NovoEd, Alternatives, and others). ● Support and analysis for changes affecting investments and products, M&A, operating companies, and alternative asset rollout.● Enterprise Services leadership collaboration.● NovoEd advisor to CEO & Chairman; report to SVP in Enterprise Services Finance.➜ DECISION SUPPORT, GROWTH STRATEGY, & DIVESTITURE ACHIEVEMENTS:► Created Minority Investment model for Corporate Development, recommended sell / buy-side platform merger, and built methodology to assess Uses of Capital in Alternative Asset Management.► Identified core NovoEd investments; built sales and expansion pipeline process.► Transferred ActionsXchange software and analytic utility back into brokerage as part of divestiture.
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  • Fidelity Investments
    Vp, Global Head Of Finance, Pembroke Real Estate
    Fidelity Investments 2018 - 2019
    Boston, Ma, Us
    PLANNING EFFICIENCY, CAREER SUPPORT FOR BUSINESS ADVISORS, & GLOBAL FINANCE OVERSIGHT● Finance mission, vision, and career development framework at international real estate advisor for FMR, LLC and FIL Limited. ● Financial reporting, accounting, FP&A, operational finance, treasury, and investor relations administration.● Global Finance oversight (Boston, London, Stockholm, Tokyo, Sydney); reported to Chief Investment Officer.➜ PLANNING EFFICIENCY & FEE REDUCTION ACHIEVEMENTS:► Shortened multiyear plan by 2 months and assisted Global Finance in navigation, working with CEO and other leaders.► Facilitated real estate asset management fee decrease with new proposal.
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  • Fidelity Investments
    Vp, Head Institutional Distribution Finance / Intermediary Distribution Finance, Inst. Asset Mgmt
    Fidelity Investments 2012 - 2018
    Boston, Ma, Us
    CONSENSUS-BUILDING, RISK ASSESSMENT, & COLLABORATION; BUSINESS CASE PRESENTED TO CEO● Post-merger authority for sales and business planning, distribution strategy, product pricing, variable compensation, sales and client analytics, and executive decision support. ● Honored as Fidelity Institutional President Circle Award Winner for fund manager access business case.● Member, Finance Senior Management Team; direct report to Head of FIAM Finance. Managed 7 reports.➜ GROWTH STRATEGY & PRICING / BUSINESS ACCEPTANCE COMMITTEE PROCESS:► Preserved scale and drove growth via access to FMR equity managers, handling business case development and delivery with President of FIAM.► Gained CEO buy-in for pricing and Business Acceptance Committee process; presented economic risks and opportunities (distribution, manufacturing, product and compliance).
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  • Fidelity Investments
    Vp, Head Of Finance, Fidelity Actionsxchange
    Fidelity Investments 2008 - 2012
    Boston, Ma, Us
    DECISION SUPPORT & FINANCE OPERATIONS LEADERSHIP● Senior management team member and direct report to COO at early stage commercial software and outsourcing solutions company.Other Roles:Franklin Templeton (Putnam Investments): SVP, Director FP&A; VP, Product Manager; AVP, Senior Financial Analyst: first 401(k) client profitability study, advisory and institutional pricing, and investment profit analysis.MPM Capital: Senior Financial Analyst: accounting process, financial planning, HR / benefits administration, and MPM Capital Advisors compliance.Old Mutual (United Asset Management Corporation): Financial Analyst, Finance Department: key relationships for holding company and affiliate firms, plus senior management support.BTMU Capital Corporation: Senior Internal Auditor, Internal Audit.
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Derek Sullivan Skills

Positioning Pools Nasd Sales Commercial Finance Customer Retention Sales Operations Motivational Speaking Honorable Discharge Mentoring Finance Oversight Intermediary Business Administration Separately Managed Accounts Facilitation Product Management Management Revenue Design Insurance Planning Outsourcing Profitable Growth Funding Investment Management Cash Management Boston Accounting Human Resources Execution Distribution Strategies Profit Forecasting Staff Management Strategy Financial Expertise Associate Development Budgeting Variable Asset Management Monthly Close Operational Compliance Contract Negotiation Reporting Venture Capital Capital Service Delivery Analysis .net Business Partnering Strategic Business C Fidelity Communication Life Sciences Strategic Planning Sales Management Decision Support Operations Suite Critical Thinking Social Influence Congressional Project Planning Business Process Improvement Rollout Investment Banking Analytical Support Business Advice Analytics Compensation Money Management Presentations Pricing Responsibility Internal Audit Distribution Banking Mpm Sales Compensation Executive Management Portfolio History Investments Software Financial Services Compliance Award Winner Territory Management Business Planning Relationship Building Proposal Writing Internal Controls Mitsubishi Military Smt Financial Reporting Sap Fi Problem Solving Evaluation Employee Benefits Securities Senior Finance Dealers

Derek Sullivan Education Details

  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Mba
  • University Of Massachusetts Lowell
    University Of Massachusetts Lowell
    Bs / Ba In Accounting (Magna Cum Laude; Dean’S List)
  • United States Military Academy At West Point
    United States Military Academy At West Point
    Honorable Discharge

Frequently Asked Questions about Derek Sullivan

What company does Derek Sullivan work for?

Derek Sullivan works for Triad Partners

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

Derek Sullivan's current role is Chief Financial Officer.

What is Derek Sullivan's email address?

Derek Sullivan's email address is dj****@****ast.net

What is Derek Sullivan's direct phone number?

Derek Sullivan's direct phone number is +161756*****

What schools did Derek Sullivan attend?

Derek Sullivan attended Questrom School Of Business, Boston University, University Of Massachusetts Lowell, United States Military Academy At West Point.

What skills is Derek Sullivan known for?

Derek Sullivan has skills like Positioning, Pools, Nasd, Sales, Commercial Finance, Customer Retention, Sales Operations, Motivational Speaking, Honorable Discharge, Mentoring, Finance, Oversight.

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