Profil
Mr. Francis X.
Sullivan is a Managing Director at PFM Asset Management LLC.
He brings over 45 years of experience in managerial responsibility in the securities industry.
Prior to joining PFMAM in February 2004, Mr. Sullivan was the Chief Operating Officer of Cadre Financial Services, Inc. and the President of Cadre Securities, Inc., where he was responsible for the overall operations of all local government investment pools in which Cadre acted as the Investment Advisor, Administrator and Marketing Agent, as well as broker dealer related activities.
He holds Financial Industry Regulatory Authority Series 6 and 63 licenses.
Anciens postes connus de Frank Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
PFM Asset Management LLC
 PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Portfolio Manager-Fixed Income | 01/10/2014 |
Cadre Financial Services, Inc.
 Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Directeur des opérations | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cadre Financial Services, Inc.
Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Finance |
PFM Asset Management LLC
PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
