Kathleen Sullivan
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Kathleen Sullivan Email & Phone Number

Sr. Implementation Team Manager at Alter Domus
Location: Greater Chicago Area, United States, United States 9 work roles 2 schools
1 work email found @alterdomus.com 1 phone found area 877 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@alterdomus.com
Direct phone (877) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Alter Domus
Role
Sr. Implementation Team Manager
Location
Greater Chicago Area, United States, United States
Company size
5376 employees

Who is Kathleen Sullivan? Overview

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Quick answer

Kathleen Sullivan is listed as Sr. Implementation Team Manager at Alter Domus, a company with 5376 employees, based in Greater Chicago Area, United States, 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

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{first}.{last}@alterdomus.com
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AeroLeads found 1 current-domain work email signal for Kathleen Sullivan. Compare company email patterns before reaching out.

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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
Alter Domus
Sr. Implementation Team Manager
Chicago, IL, US
Website
alterdomus.com
Employees
5376
AeroLeads page
Company profile
View company profile Email format
9 roles

Kathleen Sullivan work experience

A career timeline built from the work history available for this profile.

Sr. Implementation Team Manager

Alter Domus

Chicago, IL, US

Associate Director, Sr. Implementation Team Manager

Current
Alter Domus

Chicago, Illinois, United States

Mar 2024 - Present

Associate Director, Implementation Manager

Alter Domus

Chicago, Illinois, United States

Mar 2020 - Jan 2021

Sr. Implementation Manager

Alter Domus

Chicago, IL

Nov 2017 - Mar 2020

Associate Vice President, Relationship Manager/Project Manager

Envestnet | Tamarac

Chicago, IL

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.

Apr 2014 - Sep 2016

Project Manager

Envestnet, Inc

Chicago, IL

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.

Sep 2012 - Apr 2014

Business Development Sales Support Team Lead

Charles Schwab Advisor Services

Chicago, IL

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

Charles Schwab

Chicago, IL

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

Geneva Investment Management

Chicago, IL

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 →

IC Iris Chi Iris Chi Colleague at Alter Domus China, China View → AB Alex B. Alex B. Colleague at Alter Domus Salt Lake City, Utah, United States, United States View → MW Mathieu Wéber Mathieu Wéber Colleague at Alter Domus Paris, Île-de-France, France, France View → SH Sierra Hughes Sierra Hughes Colleague at Alter Domus Chicago Heights, Illinois, United States, United States View → SK Satendra Kumar Singh Satendra Kumar Singh Colleague at Alter Domus Dehradun, Uttarakhand, India, India View → GB Graciano Barboza Graciano Barboza Colleague at Alter Domus Jundiaí, São Paulo, Brazil, Brazil View → AC Anouk Crielaard Anouk Crielaard Colleague at Alter Domus Luxembourg, Luxembourg View → AW Agnes Weber Agnes Weber Colleague at Alter Domus Neufchâteau, Walloon Region, Belgium, Belgium View → EB Emiliano Brito Emiliano Brito Colleague at Alter Domus Ireland, Ireland View → SB Saulė Buterlevičiūtė Saulė Buterlevičiūtė Colleague at Alter Domus Vilnius, Vilniaus, Lithuania, Lithuania View →
2 education records

Kathleen Sullivan education

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, 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 Iris Chi, Alex B., Mathieu Wéber, Sierra Hughes, and Satendra Kumar Singh.

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.

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