Robert Sullivan Email and Phone Number
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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.
Broadridge
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- broadridge.com
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Vice President Institutional SalesBroadridge Feb 2020 - PresentNew York, New York, UsPassionate 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. -
Vice President Strategic SolutionsBroadridge Oct 2013 - Feb 2020New York, New York, UsDevelop 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. -
Vice President, SalesBroadridge May 2011 - Oct 2013New York, New York, UsCultivate 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. -
Sr Director SalesBroadridge Financial Solutions Oct 2006 - May 2011
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Adjunct Professor (Finance And Tax)Nyu Scps Jul 2006 - Jun 2009New York, Ny, Us -
Financial AdvisorUbs May 2004 - Oct 2006Zurich, ChAdvised 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. -
Managing DirectorInvestlink Technologies Sep 1996 - Aug 2003UsSoftware 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. -
AvpBankers Trust 1993 - 1996
Robert Sullivan Skills
Robert Sullivan Education Details
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Fordham Gabelli School Of BusinessAccounting -
Fordham UniversityFinance -
Pace University - Seidenberg School Of Computer Science And Information SystemsComputer 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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