Lila Sullivan

Lila Sullivan Email and Phone Number

Summer Intern - Private Client Group @ Janney Montgomery Scott LLC
Madison, CT, US
Lila Sullivan's Location
Madison, Connecticut, United States, United States
About Lila Sullivan

Email: lilasullivan10@gmail.comStudent at the Dolan School of Business at Fairfield UniversityMajors: Finance, Marketing At Fairfield University, I am a member of the marketing club, Women in Finance, the Fairfield Investment Group, and RHA helping to influence changes on campus for my peers. Financial planning and sales are my passions because I love investing, communicating with people, and selling both ideas and products. I have always been interested in the way business works, and how a company is run, which has influenced my decision to pursue a degree in business at Fairfield University.

Lila Sullivan's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

View
Summer Intern - Private Client Group
Madison, CT, US
Website:
janney.com
Employees:
2579
Lila Sullivan Work Experience Details
  • Janney Montgomery Scott Llc
    Summer Intern - Private Client Group
    Janney Montgomery Scott Llc
    Madison, Ct, Us
  • Moneco Advisors
    Wealth Management Intern
    Moneco Advisors May 2024 - Present
    Fairfield, Connecticut, United States
    Asset Management: Utilize Morningstar to actively engage in research to complete a quarterly investment committee meeting report, which analyzes the performance of current portfolios and assesses the viability of new holdings to be added to portfolios. Also, monitor investments throughout the semester to ensure they still meet our investment criteria.Financial Communication: Develop actionable social media content to promote the firm’s brand and integrated marketing approach. Leverage digital media metrics to create actionable data for advisor use.Financial Research: Use Morningstar Advisor Workstation, Orion Advisor, and Riskalyze to assist in maintaining asset allocations, model portfolio, and hypothetical portfolios for new and existing clients. .Financial Planning Case Study: Utilize the above skills and softwares to complete a comprehensive financial planning case study with hypothetical clients. The project will demonstrate the complete planning process, starting with a ‘discovery meeting’ with mock clients, leading to the construction of a financial plan and the forming of recommendations, culminating in a presentation of the finished product to the ‘clients’ as well as a panel of executives.Operations & Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes and maintain securities database.
  • Fairfield Dolan - Fairfield University Charles F. Dolan School Of Business
    Dolan Partner
    Fairfield Dolan - Fairfield University Charles F. Dolan School Of Business Apr 2024 - Present
    Fairfield, Connecticut, United States
    Guide first- year students in the Dolan School of Business as they transition into Fairfield University.
  • Fairfield Investment Group
    Technology Analyst
    Fairfield Investment Group Feb 2024 - Present
    Fairfield, Connecticut, United States
  • Siren Kitchen And Bar
    Waitress
    Siren Kitchen And Bar May 2023 - Aug 2023
    Essex, Connecticut, United States
    I worked as a waitress over the summer to expand my experience In customer service and build new skills communicating with people I was unfamiliar with.
  • The Country School
    Summer Camp Counselor
    The Country School Jul 2021 - Aug 2023
    Madison, Connecticut, United States
    For three summers I ran my own summer camps for eight weeks each summer. These camps ranged from sports to arts and crafts to hiking. I worked with kids ages three to twelve and worked three hours each day. I created the lesson plan for each week of camp and ran them either alone or with a co counselor.
  • The Country School
    After Care Worker
    The Country School Sep 2020 - Jun 2022
    Madison, Connecticut, United States
    Worked with children after school in an after school program. This was a part time job that normally had me working from the hours of 2:00pm to 5:00pm daily. I took care of children from preschool through 8th grade.

Lila Sullivan Education Details

Frequently Asked Questions about Lila Sullivan

What company does Lila Sullivan work for?

Lila Sullivan works for Janney Montgomery Scott Llc

What is Lila Sullivan's role at the current company?

Lila Sullivan's current role is Summer Intern - Private Client Group.

What schools did Lila Sullivan attend?

Lila Sullivan attended Fairfield University, Daniel Hand High School.

Who are Lila Sullivan's colleagues?

Lila Sullivan's colleagues are Kathy Perlo, Leonard Witte, Steven Sapirstein, Christopher Walkley, Jason Wood, Bradley Adams, Libby Hart.

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