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Loretta Sullivan Email & Phone Number

Fixed Income - Operations/Settlements at Appleton Partners at Appleton Partners, Inc
Location: Suffolk County, Massachusetts, United States 9 work roles 2 schools
1 work email found @appletonpartners.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email l****@appletonpartners.com
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Current company
Appleton Partners, Inc
Role
Fixed Income - Operations/Settlements at Appleton Partners
Location
Suffolk County, Massachusetts, United States

Who is Loretta Sullivan? Overview

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Quick answer

Loretta Sullivan is listed as Fixed Income - Operations/Settlements at Appleton Partners at Appleton Partners, Inc, based in Suffolk County, Massachusetts, United States. AeroLeads shows a work email signal at appletonpartners.com and a matched LinkedIn profile for Loretta Sullivan.

Loretta Sullivan previously worked as Fixed Income Trader at Appleton Partners, Inc and Fixed Income Trading Assistant at Appleton Partners, Inc.. Loretta Sullivan holds B.S., Sport Management from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at Appleton Partners, Inc

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{first_initial}{last}@appletonpartners.com
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AeroLeads found 1 current-domain work email signal for Loretta Sullivan. Compare company email patterns before reaching out.

Profile bio

About Loretta Sullivan

Loretta Sullivan is a Fixed Income - Operations/Settlements at Appleton Partners at Appleton Partners, Inc.

Current workplace

Loretta Sullivan's current company

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Appleton Partners, Inc
Appleton Partners, Inc
Fixed Income - Operations/Settlements at Appleton Partners
9 roles

Loretta Sullivan work experience

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

Fixed Income Trader

Current
Appleton Partners, Inc
Feb 2023 - Present

Fixed Income - Client Service Analyst

Boston, MA

- Responsible for daily trade processing, execution and settlement for the fixed income trading desk- Accurately perform daily, weekly, and monthly cash reconciliation on 100+ accounts and funds- Work with brokers and custodians daily to resolve discrepancies in a timely and professional manner- Complete adhoc report requests as needed by portfolio.

Jun 2012 - Mar 2015

Shareholder Service Specialist Ii

Westborough, MA

-Senior team leader for the 529 plan taking escalated calls and resolving client issues-Assist with daily workflow, schedules, and adherence for our team-Monitor and quality check the work of approx. 25 phone reps-Act as a resource for phone reps to maintain productivity, quality and efficiency-Complete trades and review rejected trades from the trade desk.

Sep 2011 - Jun 2012

Shareholder Service Specialist I

Westborough, MA

-Quick and efficient handling of incoming calls from brokers and shareholders for various clients-Perform requested financial transactions, account maintenance and literature requests-Process trades under NYSE standards

Aug 2010 - Sep 2011

Group Sales Representative

Brockton, MA

-Sell and generate revenue through new group and season ticket sales-Manage year round stadium operations, events and staff-Work with group leaders to plan outings for groups at the ballpark-Manage Kids' Zone area staff, payroll, equipment and cash on game days-Participate in community networking events across the South Shore

Oct 2007 - Oct 2009

Intern

Nashua Pride Professional Baseball
May 2007 - Sep 2007

Intern For Assistant Athletic Director

Sep 2006 - Dec 2006
2 education records

Loretta Sullivan education

Education record

Doherty Memorial High School
FAQ

Frequently asked questions about Loretta Sullivan

Quick answers generated from the profile data available on this page.

What company does Loretta Sullivan work for?

Loretta Sullivan works for Appleton Partners, Inc.

What is Loretta Sullivan's role at Appleton Partners, Inc?

Loretta Sullivan is listed as Fixed Income - Operations/Settlements at Appleton Partners at Appleton Partners, Inc.

What is Loretta Sullivan's email address?

AeroLeads has found 1 work email signal at @appletonpartners.com for Loretta Sullivan at Appleton Partners, Inc.

Where is Loretta Sullivan based?

Loretta Sullivan is based in Suffolk County, Massachusetts, United States while working with Appleton Partners, Inc.

What companies has Loretta Sullivan worked for?

Loretta Sullivan has worked for Appleton Partners, Inc, Appleton Partners, Inc., Bny Mellon, Brockton Rox, and Nashua Pride Professional Baseball.

How can I contact Loretta Sullivan?

You can use AeroLeads to view verified contact signals for Loretta Sullivan at Appleton Partners, Inc, including work email, phone, and LinkedIn data when available.

What schools did Loretta Sullivan attend?

Loretta Sullivan holds B.S., Sport Management from Isenberg School Of Management, Umass Amherst.

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