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Lori Sullivan is listed as Enabling entrepreneurs to navigate their business management challenges through specialized expertise and dedicated support. based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Lori Sullivan.
Lori Sullivan previously worked as Chief Administrative Officer (CAO), Corporate and Institutional Advisory Solutions at Ubs and Head of Business Risk Management, Client Strategy Office at Ubs Financial Services Inc.. Lori Sullivan holds Bs, Computer And Information Science from Binghamton University.
After 37 years in financial services, I've transitioned my career to serve and support entrepreneurs. Many start their ventures driven by passion or expertise but lack the business management skills needed, leading to stress and financial hurdles. My firm guides them through these challenges, freeing them to pursue their passions and realize their vision for success.I bring a dynamic and accomplished leadership style, backed by a wealth of experience in successfully overseeing and guiding cross-functional teams. My reputation is built on a history of collaborating closely with business partners to achieve operational efficiencies, formulate strategies to enhance profitability and customer satisfaction, and ensure strict adherence to industry regulations. My extensive background includes proficiency in managing budgets, resource allocation, and diverse teams while being widely acknowledged for my exceptional problem-solving abilities, strong leadership acumen, and effective communication skills. My core competencies include:Financial Management | Process Improvement | Non-financial Risk Management | Program Management | Technology Change Management Strategic Planning & Implementation | Employee Engagement | Cost Management Talent Management | Relationship Management | Business Continuity & Crisis Management
A career timeline built from the work history available for this profile.
Chief Administrative Officer, Corporate and Institutional Advisory Solutions, Wealth Management USALeader in the development and execution of innovative business strategies that span three distinct business lines: 1) Workplace Financial Services2) Independent Advisor Channel3) Wealth Services for the Mass Affluent
Head of Business Risk Management, Client Strategy Office, Wealth Management AmericasCultivated a culture of heightened risk awareness throughout the organization by spearheading the introduction of an operational risk framework. Collaborated closely with senior managers across the business division and all lines of defense and championed the development of.
Senior Vice President, Corporate Employee Financial Services (Corp Equity Plans), Wealth Management AmericasHeld leadership positions in various critical roles across the business, growing it from a startup to a profitable leader in generating wealth management opportunities. My specific areas of responsibility encompassed:- Risk and Quality Management.
Head of Quality Assurance & Software DistributionSoftware Development Manager, Wrap Fee Programs and Financial PlanningGraduate Trainee Associate / Programmer / Analyst
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Lori Sullivan is listed as Enabling entrepreneurs to navigate their business management challenges through specialized expertise and dedicated support..
Lori Sullivan is based in New York City Metropolitan Area, United States, United States.
Lori Sullivan has worked for Ubs, Ubs Financial Services Inc., and Painewebber.
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Lori Sullivan holds Bs, Computer And Information Science from Binghamton University.
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