Profil
Mr. Daniel J.
Sullivan is a Branch Manager, Senior Vice President & Financial Advisor at Robert W.
Baird & Co., Inc. He has been a Financial Advisor for more than 20 years, and is an expert in investment management, portfolio construction, and financial planning.
He strives to provide thoughtful investment advice and financial guidance that leads to successful client outcomes.
Mr. Sullivan was previously employed as Senior Vice President by McAdams Wright Ragen, Inc.
He received his undergraduate degree from the University of Notre Dame.
Anciens postes connus de Dan Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Formation de Dan Sullivan
| University of Notre Dame | Undergraduate Degree |
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| Entreprise privées | 1 |
|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
