Michael Sullivan

Michael Sullivan Email and Phone Number

Director of Operations and Business Analytics at TFC Financial Management, Inc. @ TFC Financial Management, Inc.
Michael Sullivan's Location
Boston, Massachusetts, United States, United States
Michael Sullivan's Contact Details
About Michael Sullivan

Highly accomplished Business Analyst with 12+ years of experience with increased responsibility and leadership roles. Proven success at creating operational efficiencies and driving revenue. Entrepreneurial spirit with ability and desire to drive results while remaining open-minded and coachable. Recognized by CEO and President for the ability to discover new opportunities and optimize business through analytics and evidence-based decision-making."I have always enjoyed taking a deep dive into the data—whether it involves analyzing investments, culling large volumes of company data to identify trends or providing evidence to prove or disprove assumptions. Using visual analysis as our guide, I can identify areas of improvement allowing us to enhance our processes to increase client satisfaction and better position ourselves for growth."

Michael Sullivan's Current Company Details
TFC Financial Management, Inc.

Tfc Financial Management, Inc.

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Director of Operations and Business Analytics at TFC Financial Management, Inc.
Michael Sullivan Work Experience Details
  • Tfc Financial Management, Inc.
    Director Of Operations And Analytics, Shareholder
    Tfc Financial Management, Inc. Mar 2023 - Present
    Boston, Ma, Us
    View
  • Tfc Financial Management, Inc.
    Director Of Operations And Business Analytics
    Tfc Financial Management, Inc. Jan 2021 - Present
    Boston, Ma, Us
    View
  • Tfc Financial Management, Inc.
    Manager Of Operations And Business Analytics
    Tfc Financial Management, Inc. Feb 2017 - Present
    Boston, Ma, Us
    View
  • Tfc Financial Management, Inc.
    Consultant
    Tfc Financial Management, Inc. Nov 2016 - Jan 2017
    Boston, Ma, Us
    View
  • Huber Financial Advisors, Llc
    Business Analytics Manager
    Huber Financial Advisors, Llc Aug 2014 - Nov 2016
    • Increased efficiency of quarterly billing process and increased initial payment throughput to over 99%.• Created data-driven culture and Business Analytics role and provided key business metrics to President and CEO.• Developed and executed transition plans to drastically reduce cost of client reporting. Phase I completed successfully and phase II in progress.• Managed all aspects of firm-wide data operations within critical systems that increased efficiencies.• Created scalable solution to identify and drastically reduce performance anomalies to increase speed of production of client reports.• Train new staff on all areas of data operations and relevant systems.
  • Huber Financial Advisors, Llc
    Investment Analyst
    Huber Financial Advisors, Llc Jul 2012 - Jul 2014
    • Conducted analysis and due diligence for clients, firm and Investment Committee.• Executed trades and rebalancing of client portfolios.• Managed daily capital flows and reconcile trades, corporate actions and cost basis.• Monitored client accounts to ensure allocation targets are within parameters specified by Investment Policy Statement.

Michael Sullivan Skills

Tamarac Advisor View Tamarac Crm Microsoft Dynamics Crm Tamarac Rebalancer Advanced Excel Tableau Desktop Business Analytics Visual Analytics Business Intelligence Schwab Portfolio Center Investment Analysis Financial Modeling Business Process Improvement Business Analysis Portfolio Management Morningstar Office Data Mining Morningstar Byallaccounts Project Management Data Analysis

Michael Sullivan Education Details

  • University Of Southern Maine
    University Of Southern Maine
    Business Administration

Frequently Asked Questions about Michael Sullivan

What company does Michael Sullivan work for?

Michael Sullivan works for Tfc Financial Management, Inc.

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

Michael Sullivan's current role is Director of Operations and Business Analytics at TFC Financial Management, Inc..

What is Michael Sullivan's email address?

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What is Michael Sullivan's direct phone number?

Michael Sullivan's direct phone number is +184754*****

What schools did Michael Sullivan attend?

Michael Sullivan attended University Of Southern Maine.

What are some of Michael Sullivan's interests?

Michael Sullivan has interest in Fly Fishing, Skiing, Upland Bird Hunting, Cycling, Business Intelligence.

What skills is Michael Sullivan known for?

Michael Sullivan has skills like Tamarac Advisor View, Tamarac Crm, Microsoft Dynamics Crm, Tamarac Rebalancer, Advanced Excel, Tableau Desktop, Business Analytics, Visual Analytics, Business Intelligence, Schwab Portfolio Center, Investment Analysis, Financial Modeling.

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