John Sullivan Email & Phone Number

St Petersburg, Florida, Us

St Petersburg, Florida, Us

Dynasty 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.

St Petersburg, Florida, Us

Educate 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.

New York, Ny, Us

Responsible 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

Responsible 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

Worked 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

Called 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

Developed 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

Developed 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

Coordinated 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