Fixed Income Trader
Current
Appleton Partners, Inc
Feb 2023 - Present
AeroLeads people directory · profile
Loretta Sullivan Email & Phone Number
Fixed Income - Operations/Settlements at Appleton Partners
at
Appleton Partners, Inc
1 work email found
@appletonpartners.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
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
Company context helps verify the profile and gives searchers a useful next step.
Appleton Partners, Inc
9 roles
Loretta Sullivan work experience
A career timeline built from the work history available for this profile.
Fixed Income Trading Assistant
Dec 2019 - May 2023
Fixed Income - Operations/Settlements
Mar 2015 - Dec 2019
Fixed Income - Client Service Analyst
- 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
-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
-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
-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
B.S., Sport Management
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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