Kathy Sullivan
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Kathy Sullivan Email & Phone Number

Client Services Manager at Aristia Wealth Management
Location: Atlanta, Georgia, United States 9 work roles
1 work email found @nationalfinancialservicesgroup.com 1 phone found area 770 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email k****@nationalfinancialservicesgroup.com
Direct phone (770) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Services Manager
Location
Atlanta, Georgia, United States
Company size

Who is Kathy Sullivan? Overview

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Quick answer

Kathy Sullivan is listed as Client Services Manager at Aristia Wealth Management, a company with 82 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at nationalfinancialservicesgroup.com, phone signal with area code 770, and a matched LinkedIn profile for Kathy Sullivan.

Kathy Sullivan previously worked as Contracting Coordinator at Apogee Financial Partners and Retail Sales Manager at First Citizens Bank.

Company email context

Email format at Aristia Wealth Management

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{first}.{last}@nationalfinancialservicesgroup.com
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AeroLeads found 1 current-domain work email signal for Kathy Sullivan. Compare company email patterns before reaching out.

Profile bio

About Kathy Sullivan

Accomplished and motivated professional with extensive experience in insurance and securities compliance, contracting and client relations. Strong leadership skills with a proven track record in compliance and service strategies. Creative and organized multi-tasker known for successful relationship development and employee motivation. Skilled in:Office Operations

Listed skills include Banking, Loans, Leadership, Retail Banking, and 37 others.

Current workplace

Kathy Sullivan's current company

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Aristia Wealth Management
Aristia Wealth Management
Client Services Manager
Atlanta, GA, US
Website
Employees
82
AeroLeads page
9 roles · 29 years

Kathy Sullivan work experience

A career timeline built from the work history available for this profile.

Retail Sales Manager

First Citizens Bank

Buckhead

Oct 2011 - Aug 2014

Service Manager

Wells Fargo Bank

.

Aug 2010 - Apr 2011

Regional Sales Manager

United Commercial Bank/East West Bank

$11 billion regional bankRegional Sales Manager (Sept. 2009 ­ Dec. 2009)Joined bank to partner with a former Wachovia senior executive to stabilize and improve retailbranch sales and operations in preparation for an impending acquisition. Responsible for overseeing the day-to-day retail branch sales and operations for a community "niche" bank targeted at.

Sep 2009 - Dec 2009

Vice President - Branch Executive

Lead deposit officer and branch executive for the bank’s largest location. Served on the Bank’s Deposit Committee and worked to build retail strategies to increase deposit production and customer share of wallet. Selected by the President to oversee the Bank’s largest cash management customers and also as the bank’s principal contact for selling bank-owned.

Feb 2008 - Sep 2009

Regional Service Leader

Top 10 Bank Holding Company in the U.S.Market Service Leader (2005 ­ 2007)Successfully oversaw customer base of $1.3B and a regional staff of 80 employees in 9 financialcenters in the Buckhead market. Traveled to financial centers teaching skills and coaching behaviors for Financial Center Managers and their teams to achieve financial center performance.

Jan 1993 - Jan 2007

Financial Specialist

Built long-term advisory relationships with each client by analyzing his/her financial situation with the goal of achieving mutually beneficial results.  Developed sales strategies for maintaining and further penetrating existing client relationships, including pre-call planning and post-call follow-up activities.  Built strong relationships resulting in.

May 1999 - Dec 2005

Financial Center Manager

First Union/Wachovia Bank

Managed $20 million client base and coached and developed financial center employees to achieve all sales and service performance objectives. Recognized as a leader by being operationally sound and possessing strong leadership and teamwork skills.

1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at Aristia Wealth Management

Other employees you can reach at apogeefp.com. View company contacts for 82 employees →

FAQ

Frequently asked questions about Kathy Sullivan

Quick answers generated from the profile data available on this page.

What company does Kathy Sullivan work for?

Kathy Sullivan works for Aristia Wealth Management.

What is Kathy Sullivan's role at Aristia Wealth Management?

Kathy Sullivan is listed as Client Services Manager at Aristia Wealth Management.

What is Kathy Sullivan's email address?

AeroLeads has found 1 work email signal at @nationalfinancialservicesgroup.com for Kathy Sullivan at Aristia Wealth Management.

What is Kathy Sullivan's phone number?

AeroLeads has found 1 phone signal(s) with area code 770 for Kathy Sullivan at Aristia Wealth Management.

Where is Kathy Sullivan based?

Kathy Sullivan is based in Atlanta, Georgia, United States while working with Aristia Wealth Management.

What companies has Kathy Sullivan worked for?

Kathy Sullivan has worked for Aristia Wealth Management, Apogee Financial Partners, First Citizens Bank, Wells Fargo Bank, and United Commercial Bank/East West Bank.

Who are Kathy Sullivan's colleagues at Aristia Wealth Management?

Kathy Sullivan's colleagues at Aristia Wealth Management include Michael E. Robinson, Chfc, Sue Smith, Gregory Wheal, Bill Baker, and Don Haughton.

How can I contact Kathy Sullivan?

You can use AeroLeads to view verified contact signals for Kathy Sullivan at Aristia Wealth Management, including work email, phone, and LinkedIn data when available.

What skills is Kathy Sullivan known for?

Kathy Sullivan is listed with skills including Banking, Loans, Leadership, Retail Banking, Lines Of Credit, Relationship Management, Finance, and Customer Service.

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