Bill Sullivan

Bill Sullivan Email and Phone Number

Executive Vice President of Growth @ Keeping Current Matters
Bill Sullivan's Location
Greater Richmond Region, United States, United States
Bill Sullivan's Contact Details
About Bill Sullivan

DISTINGUISHED STRATEGY CONSULTANT AND GLOBAL THOUGHT LEADER - Globally Recognized Leader ▪ Deep Financial Services and Wealth Management Domain Knowledge ▪ Extensive Research Expertise ▪ Passion for Developing People• Executive and Board level leader with over two decades of proven success building and leading multi-cultural teams and large-scale programs in the U.S., Europe, and Asia-Pacific; as well as entrepreneurial background having successfully run own start-up for three years.• Extensive experience empowering ~$4B global, public financial services consulting business and $7M private membership organization via insightful and actionable intelligence, customized research, world-class thought leadership, and structured program management. • Analytical and strategic thinker with a strong background in hypothesis-driven research and analysis• Collaborative leader and partner comfortable challenging status quo to drive innovation to meet unmet market needs.• Proven track record in maximizing impact and minimizing risk in uncertain times with limited resources• Demonstrated success in building collaborative partnerships with clients and senior stakeholders with a laser focus on mission and results.• Passionate and respected mentor and people manager with a track record of attracting, developing, motivating, and retaining top talent• Globally recognized and media-trained FinServ influencer, regular speaking appearances at conferences, and interviews with tier 1 media.

Bill Sullivan's Current Company Details
Keeping Current Matters

Keeping Current Matters

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Executive Vice President of Growth
Bill Sullivan Work Experience Details
  • Keeping Current Matters
    Executive Vice President Of Growth
    Keeping Current Matters Sep 2023 - Present
    Richmond, Va, Us
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  • Keeping Current Matters
    Vice President, Member Success
    Keeping Current Matters Nov 2022 - Sep 2023
    Richmond, Va, Us
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  • Zeta Beta Tau Fraternity
    International Vice President Supreme Council
    Zeta Beta Tau Fraternity Aug 2020 - Present
    Indianapolis, In, Us
    Founded in 1898, Zeta Beta Tau (ZBT) is the world’s first Jewish fraternity and has initiated close to 150,000 brothers since its founding. The organization operates on ~ 80 campuses in North America. • Serve as an Officer of ZBT’s Board of Directors (Supreme Council) which consists of 13 directors (9 alumni and 4 undergraduates) • Chair the Strategic Planning Committee which develops ZBT’s strategic priorities/goals and empowers staff to ensure successful execution• Member of the Finance Committee. Audit Committee, Member Development, and Member Experience Committee • Passionately committed to support our vision of “Forging Leaders, Bettering the World.”
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  • Zeta Beta Tau Fraternity
    Supreme Council Member
    Zeta Beta Tau Fraternity Oct 2018 - Jul 2020
    Indianapolis, In, Us
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  • The Dominion Club
    Chairman Of Board Of Governors
    The Dominion Club May 2020 - Dec 2021
    The primary role of the Board of Governors is to represent the Club’s Membership in programmatic decision-making, as well as to be a two-way communication link between the Membership and Club Management • Successfully partnered with new Ownership (Heritage Group) to build and roll-out new governance structure of the Board of Governors• Led a Board of 9 members to provide guidance, feedback, and leadership coaching to new General Manager and key department heads• Achieved significant annual increases in Member Satisfaction, Club utilization, Membership growth, and Revenue growth as Chairman
  • Family Office Exchange
    President
    Family Office Exchange Sep 2019 - Jan 2021
    Chicago, Il, Us
    Founded in 1989, the Family Office Exchange was the first industry-leading membership network bringing together families, family office executives, and trusted advisors to build a community focused on objective guidance, continuous learning, and peer exchange. The community includes 8,000+ family leaders and sophisticated advisors from 500 organizations in 25 countries.• Developed and implemented strategic goals, evolved the Membership Business model, and organically grew the business despite Covid.• Oversaw planning and execution of FOX’s member programming including conferences, workshops, webinars, and training programs.• Transformed Marketing department, including a complete rebranding initiative with expected roll-out in 2022.• Increased positioning of FOX as a thought leader in the industry and as the #1 premier resource in the ultra-high net worth industry.• Developed and executed the research and market insights thought leadership agenda focused on ultra-high net worth market.• Co-designed and launched groundbreaking Technology Partnership program providing invaluable technology insights and solutions to family offices, as well as technology providers serving the family office industry.• Co-Chaired FOX’s exclusive Thought Leaders Council consisting of leading strategic advisors (MFOs, Insurers, Accountants, Lawyers, etc.)
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  • Ascent Private Capital Management
    Advisory Board Member
    Ascent Private Capital Management Oct 2017 - Dec 2020
    Minneapolis, Minnesota, Us
    Ascent has an Advisory Board of respected leaders who provide counsel and feedback on the strategic direction of family organizations. This group represents a cross section of expertise from the wealth management industry in areas including investment management, legal services, accounting, family dynamics, philanthropy and family business planning.Advisory Board members are independent of Ascent Private Capital Management of U.S. Bank.
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  • Capgemini
    Co-Founder And Executive Steering Committee Lead Of E.L.I.T.E General Management Program
    Capgemini Oct 2016 - Sep 2019
    Paris, France, Fr
    • Led the development, from ideation to full execution, of Capgemini’s groundbreaking global general management program (E.L.I.T.E)• Built a 10-year career growth program which hires and trains the best talent (0-3 years’ experience) from top business schools and provides them with a structured and accelerated roadmap to evolve their career to become future leaders of Capgemini.• Critical ingredients of the program include exposure to a consistent set of onboarding activities, international rotations, global executive mentoring, extra-curricular projects and events, and community building.www.capgemini.com/in-en/careers/career-paths/students/management-graduates/elite-general-management-program/
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  • Capgemini
    Vice President - Global Head Of Financial Services Market Intelligence
    Capgemini Jan 2009 - Sep 2019
    Paris, France, Fr
    Relocated to India (3 years) and successfully led the creation of an India-based strategy team to enhance Capgemini’s global financial services brand through world-class thought leadership and enable the business to achieve growth targets through actionable insights. • Led the development and rollout of Capgemini’s global Financial Services thought leadership programming, including the coordination of a network of global internal experts and external leaders providing expertise, insights, and validation.• Increased Capgemini’s global Financial Services media ‘Share of Voice’ to over 50% (more than all competition combined) and in #1 position in every region through industry leading research and thought leadership. • Enabled global sales and account teams with unique content and insights to open new CxO doors and nurture existing relationships.• Provided actionable insights around market trends, competitive positioning, account intelligence, and strategic planning for Capgemini’s global executive leadership team of a $4bn financial services consulting business. • Maintained very low (~5%) annual attrition rates (half industry average). • Built personal brand and regularly ranked as a top global Wealth, FinTech, Banking, and Insurance thought leader.• Developed and led Capgemini’s World FinTech initiative (World FinTech Report, Agents of Change Series and FinTech FaceOff)
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  • Capgemini
    Manager Of Global Wealth Management Center Of Excellence
    Capgemini Sep 2006 - Dec 2008
    Paris, France, Fr
    Centrally led global network consisting of a virtual team of Capgemini’s leading wealth experts across 15+ countries in the Americas, Europe, and Asia-Pacific. Coordinated a fragmented, multi-country $100m+ wealth businesses to act as a single, global go-t0-market business by prioritizing the global portfolio of service offerings, connecting the global network via quarterly workshops and bi-weekly calls, and managed the packaging and dissemination of core Wealth Management assets, IP, and collateral across the regional teams.
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  • Capgemini
    Manager Of Global Financial Services Lab
    Capgemini Jun 2005 - Sep 2006
    Paris, France, Fr
    Directly reporting to the Director of Global Financial Services, led a team of domain analysts seconded from Capgemini across the globe to coordinate the production of white papers and points of views assessing emerging issues in the FS sector, as well as supporting the Director of Global Financial Services in centrally managing a confederation of local financial services business units to share success stories, leading practices, and go to market strategy.
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  • Capgemini
    Manager Of Us Strategic Research Group
    Capgemini Jan 2003 - Jun 2005
    Paris, France, Fr
    Led the US division of Capgemini’s network of Strategic Research Groups and Information Centers. Team consisted of strategy consultants, sector analysts, and information researchers. Oversaw strategy projects for U.S. clients in the Financial Services, Telco/Media, and Life sciences sector. In this leadership role, the SRG served as the recruiting, development, and feeder team for the U.S. strategy and transformation practice.
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  • Capgemini
    Senior Consultant In Us Strategic Research Group
    Capgemini Jan 2002 - Dec 2002
    Paris, France, Fr
    As a senior consultant, helped our U.S. clients address complex, strategic issues through a variety of strategic research and analysis projects covering market sizing, market attractiveness, trends analysis, etc.
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  • Capgemini
    Manager Of Us Production Department
    Capgemini May 2000 - Dec 2001
    Paris, France, Fr
    Managed Capgemini’s U.S. production department consisting of presentation specialists, graphic designers, and a pool of contractors providing creative services and on-site production support to client projects and internal initiatives.
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  • Bge
    President And Co-Founder
    Bge Mar 1998 - May 2000
    Co-founded a start-up and successfully built a business providing international and domestic on-sight production support for management consulting firms covering: project management, workshop coordination, knowledge management, presentation development, technical support and research services.

Bill Sullivan Skills

Strategy Management Consulting Management Market Research Business Analysis Business Strategy Financial Services Project Management Thought Leadership Consulting Crm Change Management Market Analysis Analysis Business Process Improvement Leadership Team Management Social Media Analytics Team Building Mergers And Acquisitions Banking Customer Relationship Management Wealth Management Digital Strategic Planning Marketing Strategy Program Management Business Intelligence

Bill Sullivan Education Details

  • Tufts University
    Tufts University
    Double Major In Economics And Psychology
  • Walpole High School
    Walpole High School

Frequently Asked Questions about Bill Sullivan

What company does Bill Sullivan work for?

Bill Sullivan works for Keeping Current Matters

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

Bill Sullivan's current role is Executive Vice President of Growth.

What is Bill Sullivan's email address?

Bill Sullivan's email address is wi****@****ini.com

What is Bill Sullivan's direct phone number?

Bill Sullivan's direct phone number is +178196*****

What schools did Bill Sullivan attend?

Bill Sullivan attended Tufts University, Walpole High School.

What are some of Bill Sullivan's interests?

Bill Sullivan has interest in Civil Rights And Social Action, Science And Technology, Education.

What skills is Bill Sullivan known for?

Bill Sullivan has skills like Strategy, Management Consulting, Management, Market Research, Business Analysis, Business Strategy, Financial Services, Project Management, Thought Leadership, Consulting, Crm, Change Management.

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