John Sullivan Email and Phone Number
John Sullivan work email
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John Sullivan personal email
I lead Dynasty Financial Partner's Business Development efforts in Central US. My goal is to help educate captive financial advisors on the merits and benefits of the independent RIA space. I'm uniquely positioned to help financial advisors as I have worked with many of the top financial advisors in the industry for the last 20+ years. For advisors considering owning their own RIA, the road to independence and business ownership does not have to involve sleepless nights or fear. For advisors who currently run their own RIA, but want to grow their business’ efficiently by outsourcing more, there are solutions available to streamline virtually all aspects of their business. The Dynasty Network, along with Dynasty and its resource partners, offers a unique and powerful community that promotes collaboration, partnering, investing in proprietary technology, sharing of best practices, unique access to products and solutions, and scale that benefits all Network firms and their clients.Please feel free to contact me directly to learn more about Dynasty and our Network of truly exceptional independent advisors.
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Managing DirectorDynasty Financial Partners Nov 2020 - PresentSt Petersburg, Florida, Us
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Director Of Network Development - Central DivisionDynasty Financial Partners Nov 2017 - Nov 2020St Petersburg, Florida, UsDynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty was founded by industry veterans to improve the model of financial advice by empowering advisors to grow their business more efficiently, increase client options, and minimize conflicts of interest. Our scale enables RIAs and their clients to access institutional due diligence, better pricing and a range of RIA business solutions to support their growth. We are committed to helping the wealth management industry's leading investment advisors realize their dream of business ownership with reduced conflicts of interest.We have offices in New York, Chicago, Coral Gables and San Francisco.
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Director - Central DivisonDynasty Financial Partners Jul 2012 - Nov 2017St Petersburg, Florida, UsEducate captive Financial Advisors on the merits and benefits of the Fiduciary Model and help guide them toward true independence. Serve as a resource to help Dynasty Network Advisors navigate and access the Dynasty platform and other capabilities in order to deliver best in class services to their clients and prospects. Consult with RIAs on matters pertaining to practice management, resource deployment and client development.
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Executive Director Wealth Advisory ServicesMorgan Stanley Smith Barney Jul 2009 - Jan 2012New York, Ny, UsResponsible for managing Wealth Planning Centers (WPCs) located across the country that provide comprehensive planning and a wide array of services to UHNW clients with an eye toward insulating the relationship, driving asset consolidation and increasing product utilizationFostered a collaborative team environment working across product lines (including Investment Advisory, Trust, Insurance, and Banking and Lending) to deliver tailored solutions that led to positive financial outcomes for clients and the firmSignificant and regular involvement in Divisional and National recruiting efforts -
Director Of Wealth Management - Central DivisionSmith Barney May 2007 - Jun 2009Responsible for driving deeper utilization of the product platform by UHNW clients and prospectsManaged three WPCs; recruited and managed a team of high performing Wealth Management Specialists that focused on delivering the full breadth of the Citi Smith Barney platform to UHNW clients and prospects -
Director - Private Wealth ManagementSmith Barney Apr 2004 - May 2007Worked directly with FAs and hosted Divisional and NYC based meetings with targeted clients (minimum $50MM net worth)Directly accountable for increasing AUMs and resulting revenues; in 2006, forty-three VIP meetings resulted in more than $800MM in net new assetsIdentified and worked with FAs qualified for the exclusive Private Wealth Management designation; coordinated and facilitated training programs geared toward those FAs serving the UHNW marketActively involved in recruiting efforts
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Vice President - Private Client Lending SpecialistSmith Barney Apr 1999 - Apr 2004Called on targeted Smith Barney offices and FAs to address borrowing and liquidity needs of HNW clients; educated FAs regarding Citi Smith Barney's capabilities and risk appetiteConsistent top performer among Lending Specialists across all products sets; more than doubled 2001 and 2002 FY goals and achieved 110% of aggressive 2003 goalWorked closely with Citigroup and Smith Barney team members across product lines to source, negotiate, structure and close profitable transactions while meeting client goals and expectations
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Business Development OfficerThe Citibank Private Bank Jan 1996 - Mar 1999Developed and implemented an effective sales process targeting law firms and attorneys for cash management, banking, credit and investment relationships; as a result of this success, three new BDO positions were created in Spring 1999Jointly called with Private Bankers to develop new business and referral sources; worked closely with Citibank retail branch network and significantly increased internal referral business
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Account ManagerCitigroup Global Equipment Finance Jan 1993 - Dec 1995Developed relationships across the Midwest with more than 300 business owners and their financial decision makers; consistently exceeded targeted sales goals - 1994 and 1995 Account Manager of the Year
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Account Representative / Business CoordinatorCitigroup Global Equipment Finance Sep 1989 - Dec 1992Coordinated all new leasing business from application through funding working with sales, credit and operationsResponsible for managing more than 400 delinquent accounts; accepted promotion and transfer to Chicago, IL office
John Sullivan Skills
John Sullivan Education Details
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University Of MarylandEconomics
Frequently Asked Questions about John Sullivan
What company does John Sullivan work for?
John Sullivan works for Dynasty Financial Partners
What is John Sullivan's role at the current company?
John Sullivan's current role is Managing Director, Business Development.
What is John Sullivan's email address?
John Sullivan's email address is jf****@****ast.net
What schools did John Sullivan attend?
John Sullivan attended University Of Maryland.
What are some of John Sullivan's interests?
John Sullivan has interest in Social Services, Kids, Cooking, Exercise, Investing, Traveling, Outdoors, Electronics, Home Improvement, Education.
What skills is John Sullivan known for?
John Sullivan has skills like Wealth Management, Investments, Wealth Management Services, Banking, Financial Services, Investment Advisory, Finance, High Net Worth Individuals, Business Development, Retirement Planning, Alternative Investments, Series 7.
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