Director, Insurance Solutions
CurrentHelp to offer tailored and diversified solutions to insurance clients
Aug 2024 - Present
AeroLeads people directory · profile
Brett Sullivan Email & Phone Number
Director, Insurance Solutions
at
Golub Capital
1 work email found
@allianzlife.com
2 phones found area 763 and 715
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Director, Insurance Solutions
Location
Minneapolis, Minnesota, United States
Company size
Who is Brett Sullivan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Brett Sullivan is listed as Director, Insurance Solutions at Golub Capital, a company with 541 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at allianzlife.com, phone signal with area code 763, 715, and a matched LinkedIn profile for Brett Sullivan.
Brett Sullivan previously worked as AVP - Head of Alternative Investments at Allianz Life and Principal - Proprietary Solutions at Allianz Life. Brett Sullivan holds Master Of Business Administration (M.B.A.), Finance from University Of Minnesota - Carlson School Of Management.
Company email context
Email format at Golub Capital
This section adds company-level context without repeating Brett Sullivan's masked contact details.
{first}.{last}@allianzlife.com
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AeroLeads found 1 current-domain work email signal for Brett Sullivan. Compare company email patterns before reaching out.
Profile bio
About Brett Sullivan
Brett Sullivan is a Director, Insurance Solutions at Golub Capital. He possess expertise in account reconciliation, analysis, microsoft excel, mutual funds, access and 5 more skills.
Listed skills include Account Reconciliation, Analysis, Microsoft Excel, Mutual Funds, and 6 others.
Current workplace
Brett Sullivan's current company
Company context helps verify the profile and gives searchers a useful next step.
Golub Capital
11 roles
Brett Sullivan work experience
A career timeline built from the work history available for this profile.
Avp - Head Of Alternative Investments
Responsible for alternative investment portfolio including new fund and asset manager sourcing, selection, and monitoring. Holdings include private credit, LIHTC, buyouts.
Jan 2024 - Aug 2024
Principal - Proprietary Solutions
Responsible for alternative investment portfolio including new fund and asset manager sourcing, selection, and monitoring. Holdings include private credit, LIHTC, buyouts, and RMLs.
Sep 2022 - Apr 2024
Alternative Investment Associate
Aug 2021 - Oct 2022
Senior Alternative Investment Analyst
May 2020 - Aug 2021
Alternative Investment Analyst
Allianz Life
Jan 2018 - May 2020
Aim Investment Operations Analyst
Collaborated to build out the cash strategy to increase daily trading from $100M to $750M; developed the reconciliation process to align with trading, compliance, and accounting. Monitor trading activity and work with counterparties to ensure settlement and create end-of-day reports. Manage Bloomberg setup of brokers, compliance rules, and settlement.
Jan 2017 - Jan 2018
Business Analyst Ii
Continuing to support the Columbia Threadneedle Investment Mutual funds through recurring tasks and ad hoc enhancement and troubleshooting projects. I also spend a lot of my time supporting and working on projects with the Ameriprise Certificate Products. Most recently with the launch of 8 new products with new unique tax implications to clients.I analyzed.
Feb 2015 - Jan 2017
Senior Reconciliations Analyst
Larger emphasis on project work along with the daily reconciliation of 175 mutual funds to ensure all shareholders accounts are accurate for both shares and dividends, researching and correcting any discrepancies prior to daily deadlines. Built and maintain an Access database of over one million transactions. Worked with the product group to establish.
Aug 2012 - Feb 2015
Reconciliations Analyst
Daily reconciliation of 175 mutual funds to ensure all shareholders accounts are accurate for both shares and dividends, researching and correcting any discrepancies prior to daily deadlines. Identify any unique issues that may occur within existing processes, analyzing transactional data and forward findings to production support. Then coordinating.
May 2011 - Sep 2012
Financial Professional
Analyzed potential client’s investment portfolios to identify opportunities for improvement and formulate recommendations. Identified client’s goals and needs, analyzed ways to achieve and fulfill the financial objectives. Recommended the best approaches to reach their goals.
Aug 2010 - Feb 2011
Team & coworkers
Colleagues at Golub Capital
Other employees you can reach at golubcapital.com. View company contacts for 541 employees →
PR
Pam Rueda
Colleague at Golub Capital
Greater Chicago Area, United States
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ML
Mark Lindberg
Colleague at Golub Capital
Greater Chicago Area, United States
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LJ
Lianne Jaworski
Colleague at Golub Capital
New York, New York, United States, United States
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BJ
Brooks Joy
Colleague at Golub Capital
Chicago, Illinois, United States, United States
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MN
Michael Nebel
Colleague at Golub Capital
Greater Chicago Area, United States
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AM
Alice Matthews
Colleague at Golub Capital
Trenton, New Jersey, United States, United States
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EF
Ethen Fagerland
Colleague at Golub Capital
Chicago, Illinois, United States, United States
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JJ
Jack Jordan
Colleague at Golub Capital
Chicago, Illinois, United States, United States
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JJ
Jackie Jacobsen
Colleague at Golub Capital
New York City Metropolitan Area, United States
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PS
Peter Smith
Colleague at Golub Capital
Chicago, Illinois, United States, United States
View →
Pam Rueda
Colleague at Golub Capital
Greater Chicago Area, United States
View →
ML
Mark Lindberg
Colleague at Golub Capital
Greater Chicago Area, United States
View →
LJ
Lianne Jaworski
Colleague at Golub Capital
New York, New York, United States, United States
View →
BJ
Brooks Joy
Colleague at Golub Capital
Chicago, Illinois, United States, United States
View →
MN
Michael Nebel
Colleague at Golub Capital
Greater Chicago Area, United States
View →
AM
Alice Matthews
Colleague at Golub Capital
Trenton, New Jersey, United States, United States
View →
EF
Ethen Fagerland
Colleague at Golub Capital
Chicago, Illinois, United States, United States
View →
JJ
Jack Jordan
Colleague at Golub Capital
Chicago, Illinois, United States, United States
View →
JJ
Jackie Jacobsen
Colleague at Golub Capital
New York City Metropolitan Area, United States
View →
PS
Peter Smith
Colleague at Golub Capital
Chicago, Illinois, United States, United States
View →
2 education records
Brett Sullivan education
Master Of Business Administration (M.B.A.), Finance
Bs, Economics
FAQ
Frequently asked questions about Brett Sullivan
Quick answers generated from the profile data available on this page.
What company does Brett Sullivan work for?
Brett Sullivan works for Golub Capital.
What is Brett Sullivan's role at Golub Capital?
Brett Sullivan is listed as Director, Insurance Solutions at Golub Capital.
What is Brett Sullivan's email address?
AeroLeads has found 1 work email signal at @allianzlife.com for Brett Sullivan at Golub Capital.
What is Brett Sullivan's phone number?
AeroLeads has found 2 phone signal(s) with area code 763, 715 for Brett Sullivan at Golub Capital.
Where is Brett Sullivan based?
Brett Sullivan is based in Minneapolis, Minnesota, United States while working with Golub Capital.
What companies has Brett Sullivan worked for?
Brett Sullivan has worked for Golub Capital, Allianz Life, Ameriprise Financial Services, Inc., and Axa Advisors, Llc.
Who are Brett Sullivan's colleagues at Golub Capital?
Brett Sullivan's colleagues at Golub Capital include Pam Rueda, Mark Lindberg, Lianne Jaworski, Brooks Joy, and Michael Nebel.
How can I contact Brett Sullivan?
You can use AeroLeads to view verified contact signals for Brett Sullivan at Golub Capital, including work email, phone, and LinkedIn data when available.
What schools did Brett Sullivan attend?
Brett Sullivan holds Master Of Business Administration (M.B.A.), Finance from University Of Minnesota - Carlson School Of Management.
What skills is Brett Sullivan known for?
Brett Sullivan is listed with skills including Account Reconciliation, Analysis, Microsoft Excel, Mutual Funds, Access, Project Management, Project Coordination, and Accounting.
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