Bryan Sullivan

Directeur Général chez WealthSource Partners LLC

Profil

Mr. Arlo B.
Sullivan is a Chief Executive Officer at WealthSource Partners LLC.
He spent over 17 years working at a number of large Wall Street firms such as UBS, Merrill Lynch, and Edward Jones learning industry best practices.
In 2009, Mr. Sullivan founded Vellum Financial as a firm with the simplicity and transparency to be truly client-centric.
Vellum served the greater Central California area, offering clients retirement-focused advice.
In January of 2016, he co-orchestrated a merger with Colorado-based Avant-Garde Advisors.
The two firms announced a new unified brand and united both companies’ employees and clients under one common vision and direction, WealthSource Partners, where Bryan now serves as the firm’s Chief Executive Office.
He received his undergraduate degree from Oregon State University.

Postes actifs de Bryan Sullivan

Sociétés	Poste	Début
WealthSource Partners LLC	Directeur Général	-

Formation de Bryan Sullivan

Oregon State University

Undergraduate Degree