AeroLeads people directory · profile
Kathleen Sullivan Email & Phone Number
Sr. Implementation Team Manager
at
Alter Domus
1 work email found
@alterdomus.com
1 phone found area 877
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Implementation Team Manager
Location
Greater Chicago Area, United States
Company size
Who is Kathleen Sullivan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kathleen Sullivan is listed as Sr. Implementation Team Manager at Alter Domus, a with 5376 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at alterdomus.com, phone signal with area code 877, and a matched LinkedIn profile for Kathleen Sullivan.
Kathleen Sullivan previously worked as Associate Director, Sr. Implementation Team Manager at Alter Domus and Associate Director, Implementation Manager at Alter Domus. Kathleen Sullivan holds Bachelors from Depaul University.
Company email context
Email format at Alter Domus
This section adds company-level context without repeating Kathleen Sullivan's masked contact details.
{first}.{last}@alterdomus.com
89% confidence
AeroLeads found 1 current-domain work email signal for Kathleen Sullivan. Compare company email patterns before reaching out.
Profile bio
About Kathleen Sullivan
I am highly organized and detailed oriented. I possess skills across client relationships and management of implementations and onboarding projects. I have experience working with both advisors and individuals/families as clients and would welcome working with either type of client and/or prospect. In working with clients and/or prospects, I strive to build trust and strong relationships by providing solutions and answers to help clients reach their goals. I have overseen internal teams that work with clients to ensure individuals are providing the best client experience. I have the ability to successfully manage and prioritize simultaneous projects, solve problems, and meet challenging goals while working effectively with colleagues and clients at all levels.
Listed skills include Series 7, Series 63, Series 65, Financial Services, and 13 others.
Current workplace
Kathleen Sullivan's current company
Company context helps verify the profile and gives searchers a useful next step.
Alter Domus
9 roles
Kathleen Sullivan work experience
A career timeline built from the work history available for this profile.
Associate Director, Sr. Implementation Team Manager
Associate Director, Implementation Manager
Mar 2020 - Jan 2021
Sr. Implementation Manager
Nov 2017 - Mar 2020
Associate Vice President, Relationship Manager/Project Manager
My role was to deepen client relationships by assessing their current situation and to provide the tools and resources needed to achieve their goals, streamline their business and grow assets. By deepen relationships this enable me to engage in contract negotiations for upsells and contract renewals. The other side of my role was to be project manager for a two year complex implementation setting up two enterprises. I successfully supervised the internal teams, solved problems and met challenging goals while working effectively with the client and colleagues at diverse levels. The end result was that both enterprises were implemented on two products and numerous development projects to the client’s approval and on target.
Apr 2014 - Sep 2016
Project Manager
I engaged with advisors to define and achieve project objectives. As the single point of contact for the client, I communicated weekly with Envestnet resources to ensure crucial details of upcoming events in project cycle were on target. Partnered with Envestnet stakeholders and clients to ensure a successful transition. I contributed thought leadership to continuously strive to enhance the project management process and client onboarding experience.
Sep 2012 - Apr 2014
Business Development Sales Support Team Lead
I facilitated the onboarding process and activities of existing clients and new advisors to achieve sales growth goals in the territory. An integral part of the process was to provide existing clients and new financial advisors with access to resources, sophisticated tools and wealth-management services to help grow their businesses.
Feb 2004 - Sep 2012
Relationship Management Sales Support
I supported the sales process and activities to achieve sales goals in the region. I provided financial advisors with access to sophisticated tools and wealth-management services to help grow their businesses. I acted in a key role as a secondary contact for Business Development Officers, Senior Relationship Managers and Managing Directors.
Feb 2004 - Dec 2011
Mis | Client Services | Trader
I contributed to the growth and development of new RIA firm through multiple roles. I managed the technology tools, filled in as secondary trader and provided personal client service to key client relationships.
Jul 2002 - Feb 2004
Team & coworkers
Colleagues at Alter Domus
Other employees you can reach at alterdomus.com. View company contacts for 5376 employees →
AR
Asma Raees
Colleague at Alter DomusBijnor, Uttar Pradesh, India
View →
JB
Jorden Bybee
Colleague at Alter DomusSalt Lake City, Utah, United States
View →
JC
Joshua Christian Elijay
Colleague at Alter DomusCalabarzon, Philippines
View →
CA
Cassie Aly
Colleague at Alter DomusMuncie, Indiana, United States
View →
PP
Paula P.
Colleague at Alter DomusBarcelona, Catalonia, Spain
View →
MW
Marc Windmill Acca
Colleague at Alter DomusKensington, England, United Kingdom
View →
GG
Germain Godin
Colleague at Alter DomusGreater Metz Area, France
View →
FN
Fouad Nassihi
Colleague at Alter DomusFrance
View →
IT
Ina Turcanu
Colleague at Alter DomusLuxembourg
View →
LB
Lindsey Binkley
Colleague at Alter DomusUnited States
View →
Asma Raees
Colleague at Alter DomusBijnor, Uttar Pradesh, India
View →
JB
Jorden Bybee
Colleague at Alter DomusSalt Lake City, Utah, United States
View →
JC
Joshua Christian Elijay
Colleague at Alter DomusCalabarzon, Philippines
View →
CA
Cassie Aly
Colleague at Alter DomusMuncie, Indiana, United States
View →
PP
Paula P.
Colleague at Alter DomusBarcelona, Catalonia, Spain
View →
MW
Marc Windmill Acca
Colleague at Alter DomusKensington, England, United Kingdom
View →
GG
Germain Godin
Colleague at Alter DomusGreater Metz Area, France
View →
FN
Fouad Nassihi
Colleague at Alter DomusFrance
View →
IT
Ina Turcanu
Colleague at Alter DomusLuxembourg
View →
LB
Lindsey Binkley
Colleague at Alter DomusUnited States
View →
2 education records
Kathleen Sullivan education
Bachelors
Associates Degree
Maccormac Junior College
FAQ
Frequently asked questions about Kathleen Sullivan
Quick answers generated from the profile data available on this page.
What company does Kathleen Sullivan work for?
Kathleen Sullivan works for Alter Domus.
What is Kathleen Sullivan's role at Alter Domus?
Kathleen Sullivan is listed as Sr. Implementation Team Manager at Alter Domus.
What is Kathleen Sullivan's email address?
AeroLeads has found 1 work email signal at @alterdomus.com for Kathleen Sullivan at Alter Domus.
What is Kathleen Sullivan's phone number?
AeroLeads has found 1 phone signal(s) with area code 877 for Kathleen Sullivan at Alter Domus.
Where is Kathleen Sullivan based?
Kathleen Sullivan is based in Greater Chicago Area, United States while working with Alter Domus.
What companies has Kathleen Sullivan worked for?
Kathleen Sullivan has worked for Alter Domus, Envestnet | Tamarac, Envestnet, Inc, Charles Schwab Advisor Services, and Charles Schwab.
Who are Kathleen Sullivan's colleagues at Alter Domus?
Kathleen Sullivan's colleagues at Alter Domus include Asma Raees, Jorden Bybee, Joshua Christian Elijay, Cassie Aly, and Paula P..
How can I contact Kathleen Sullivan?
You can use AeroLeads to view verified contact signals for Kathleen Sullivan at Alter Domus, including work email, phone, and LinkedIn data when available.
What schools did Kathleen Sullivan attend?
Kathleen Sullivan holds Bachelors from Depaul University.
What skills is Kathleen Sullivan known for?
Kathleen Sullivan is listed with skills including Series 7, Series 63, Series 65, Financial Services, Investment Advisory, Wealth Management, Relationship Management, and Business Development.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Kathleen Sullivan you were looking for.
Kathleen Sullivan
4 email domains
Kathleen Sullivan
2 email domains
Kathleen Sullivan
3 email domains
Kathleen Sullivan
8 email domains
Kathleen Sullivan
4 email domains