AeroLeads people directory · profile
Derek Sullivan Email & Phone Number
Chief Financial Officer
at
Triad Partners
1 work email found
@fidelity.com
3 phones found area 617 and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
Greater Boston, United States, United States
Company size
Who is Derek Sullivan? Overview
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Quick answer
Derek Sullivan is listed as Chief Financial Officer at Triad Partners, a company with 106 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, 800, and a matched LinkedIn profile for Derek Sullivan.
Derek Sullivan previously worked as COO & CFO, NovoEd, Inc., Enterprise Services at Fidelity Investments and VP, Finance, Enterprise Services at Fidelity Investments. Derek Sullivan holds Mba from Questrom School Of Business, Boston University.
Company email context
Email format at Triad Partners
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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Derek Sullivan. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Positioning, Pools, Nasd, Sales, and 100 others.
Current workplace
Derek Sullivan's current company
Company context helps verify the profile and gives searchers a useful next step.
Triad Partners
6 roles · 18 years
Derek Sullivan work experience
A career timeline built from the work history available for this profile.
Coo & Cfo, Novoed, Inc., Enterprise Services
Current- 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.
2021 - Present
~5 yrs 4 mos
Vp, Finance, Enterprise Services
- 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.
2019 - 2021
~2 yrs
Vp, Global Head Of Finance, Pembroke Real Estate
- 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.
2018 - 2019
~1 yr
Vp, Head Institutional Distribution Finance / Intermediary Distribution Finance, Inst. Asset Mgmt
- 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.
2012 - 2018
~6 yrs
Vp, Head Of Finance, Fidelity Actionsxchange
- 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.
2008 - 2012
~4 yrs
3 education records
Derek Sullivan education
Mba
Questrom School Of Business, Boston University
Bs / Ba In Accounting (Magna Cum Laude; Dean’S List)
University Of Massachusetts Lowell
Congressional Nomination & Appointment, Honorable Discharge
United States Military Academy At West Point
FAQ
Frequently asked questions about Derek Sullivan
Quick answers generated from the profile data available on this page.
What company does Derek Sullivan work for?
Derek Sullivan works for Triad Partners.
What is Derek Sullivan's role at Triad Partners?
Derek Sullivan is listed as Chief Financial Officer at Triad Partners.
What is Derek Sullivan's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Derek Sullivan at Triad Partners.
What is Derek Sullivan's phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 800 for Derek Sullivan at Triad Partners.
Where is Derek Sullivan based?
Derek Sullivan is based in Greater Boston, United States, United States while working with Triad Partners.
What companies has Derek Sullivan worked for?
Derek Sullivan has worked for Triad Partners and Fidelity Investments.
How can I contact Derek Sullivan?
You can use AeroLeads to view verified contact signals for Derek Sullivan at Triad Partners, including work email, phone, and LinkedIn data when available.
What schools did Derek Sullivan attend?
Derek Sullivan holds Mba from Questrom School Of Business, Boston University.
What skills is Derek Sullivan known for?
Derek Sullivan is listed with skills including Positioning, Pools, Nasd, Sales, Commercial Finance, Customer Retention, Sales Operations, and Motivational Speaking.
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