Profil
Joel Eugene Sullivan worked as a Partner & Portfolio Manager at Buena Vista Investment Management LLC from 2003 to 2019.
Prior to that, he worked as a Principal at American Express Financial Advisors, Inc. from 1988 to 2003.
Sullivan received his undergraduate degree from St. John's University.
Anciens postes connus de Joel Eugene Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista uses Custom Investment Solutions to develop investment portfolios intended to grow and preserve their client’s wealth. The firm combines individual equity and fixed income investments, as well as some mutual funds and ETFs. Portfolios are developed by balancing both short and long-term considerations. | Compliance Officer | 01/04/2019 |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/03/2003 |
Formation de Joel Eugene Sullivan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
St. John's University
St. John's University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Express Financial Advisors, Inc. | |
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista uses Custom Investment Solutions to develop investment portfolios intended to grow and preserve their client’s wealth. The firm combines individual equity and fixed income investments, as well as some mutual funds and ETFs. Portfolios are developed by balancing both short and long-term considerations. | Finance |
















