Robert Sullivan

Robert Sullivan Email and Phone Number

Vice President Institutional Sales @ Broadridge | MBA, Financial Services, MS InfoSec @ Broadridge
Global Headquarters 1981 Marcus Avenue Lake Success NY 11042
Robert Sullivan's Location
Tarrytown, New York, United States, United States
Robert Sullivan's Contact Details
About Robert Sullivan

As the VP Institutional Sales at Broadridge, I have over 15 years of experience in helping clients enhance their business models by leveraging industry best practices and developing solutions that meet the challenges of regulatory, capital, technology, security, products, and growth in the financial markets. I am passionate about delivering value and innovation to the capital markets and wealth management segments.In my current role, I cultivate and manage the overall consultative relationship process with current clients and active prospects, focusing on increasing operating margin and discovering new revenue channels. I also work with cross-functional teams to formulate and execute strategies that address current and future market needs. Previously, as part of the solutions organization and I authored business cases to support product initiatives and new market channels. I am motivated by the opportunity to make a positive impact on the industry and the clients I serve.

Robert Sullivan's Current Company Details
Broadridge

Broadridge

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Vice President Institutional Sales @ Broadridge | MBA, Financial Services, MS InfoSec
Global Headquarters 1981 Marcus Avenue Lake Success NY 11042
Website:
broadridge.com
Robert Sullivan Work Experience Details
  • Broadridge
    Vice President Institutional Sales
    Broadridge Feb 2020 - Present
    New York, New York, Us
    Passionate leader versed in helping clients enhance their business models by leveraging industry best practices and developing solutions that meet the challenges of regulatory, capital, technology, security, products and growth in the financial markets.
  • Broadridge
    Vice President Strategic Solutions
    Broadridge Oct 2013 - Feb 2020
    New York, New York, Us
    Develop and evolve holistic, market segment solutions that address current and future needs in the Investment Retail and Wealth Management segments. Formulate and execute strategies to develop market offerings while enhancing and accelerating business deployment efforts.Authored business cases to support solution initiatives. Business collaborator and community leader inspiring and fostering shared business development efforts.Leader of product sales organization. Business development executive responsible for Retail Advisor business segment.
  • Broadridge
    Vice President, Sales
    Broadridge May 2011 - Oct 2013
    New York, New York, Us
    Cultivate and manage the overall consultative relationship process with current clients and active prospects focused on increasing operating margin and discovering new revenue channels. Solutions for sell side firms, addressing Middle and Back Office operational challenges. Developed understanding of transaction process flow and organization support methods and introduced optimization strategies for Fixed Income, Equity and International Clearance and Settlement.
  • Broadridge Financial Solutions
    Sr Director Sales
    Broadridge Financial Solutions Oct 2006 - May 2011
  • Nyu Scps
    Adjunct Professor (Finance And Tax)
    Nyu Scps Jul 2006 - Jun 2009
    New York, Ny, Us
  • Ubs
    Financial Advisor
    Ubs May 2004 - Oct 2006
    Zurich, Ch
    Advised on investment allocation and portfolio risk attributes for HNW and Small Business Owners. Full services financial planning and modeling based on goal scenarios and Monte Carlo simulation. Overlay manager for Separately Managed Accounts, Mutual Funds, and Individual Investments. Provided Defined Contribution plans to small market, utilizing TPA network.
  • Investlink Technologies
    Managing Director
    Investlink Technologies Sep 1996 - Aug 2003
    Us
    Software technology firm for Defined Contribution Plan Administration. Investlink met its business objectives for first 4 years, and ultimately sold the business to Federated Investors in 2001.Developed and implemented the marketing and national sales plan. Established partnerships with over 50 custodial and mutual fund organizations and exceeded revenue plan for six consecutive years.
  • Bankers Trust
    Avp
    Bankers Trust 1993 - 1996

Robert Sullivan Skills

Financial Services Equities Mutual Funds Fixed Income Management Business Development Wealth Management Securities Retirement Planning Relationship Marketing Strategy Finance Investments Capital Markets Vendor Management Generating Revenue Data Warehousing Sales Financial Planning Series 7 Series 63 Strategic Planning Strategic Financial Planning Outsourced Solutions International Relations Editing Research News Writing Journalism Social Media Financial Reporting Fx Spot

Robert Sullivan Education Details

  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    Accounting
  • Fordham University
    Fordham University
    Finance
  • Pace University - Seidenberg School Of Computer Science And Information Systems
    Pace University - Seidenberg School Of Computer Science And Information Systems
    Computer And Information Systems Security/Information Assurance

Frequently Asked Questions about Robert Sullivan

What company does Robert Sullivan work for?

Robert Sullivan works for Broadridge

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

Robert Sullivan's current role is Vice President Institutional Sales @ Broadridge | MBA, Financial Services, MS InfoSec.

What is Robert Sullivan's email address?

Robert Sullivan's email address is ro****@****ubs.com

What is Robert Sullivan's direct phone number?

Robert Sullivan's direct phone number is +121288*****

What schools did Robert Sullivan attend?

Robert Sullivan attended Fordham Gabelli School Of Business, Fordham University, Pace University - Seidenberg School Of Computer Science And Information Systems.

What skills is Robert Sullivan known for?

Robert Sullivan has skills like Financial Services, Equities, Mutual Funds, Fixed Income, Management, Business Development, Wealth Management, Securities, Retirement Planning, Relationship Marketing, Strategy, Finance.

Who are Robert Sullivan's colleagues?

Robert Sullivan's colleagues are Ralph Orcel, David Payne, Tara Metcalf, Lorenzo Thompson, Dr. Jason Toy, Amit Singh, Sushila Sana.

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