Julie Ann Sullivan
President chez Strategic Blueprint LLC
Profil
Ms. Julie A.
Sullivan is a President at Strategic Blueprint LLC.
Prior to FISCO, Ms. Sullivan served as Chief Compliance Officer for Old Mutual Financial Network Securities, Inc., Atlanta and Compliance Officer for OM Financial Life Insurance Company of Baltimore.
Previously, she served as Chief Supervisory Officer of World Group Securities, Inc., and, Chief Compliance Officer the Investors Financial Group, Inc. affiliated broker/dealers and investment adviser.
Additionally, as a Compliance Consultant she has provided services to independent broker/dealers and investment advisers.
Ms. Sullivan earned a Bachelor of Arts in Psychology from Transylvania University and undertook graduate studies in developmental psychology at Emory University.
She has FINRA exams 7, 24, and 66
Postes actifs de Julie Ann Sullivan
| Sociétés | Poste | Début |
|---|---|---|
Strategic Blueprint LLC
 Strategic Blueprint LLC Investment ManagersFinance Strategic Blueprint LLC is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2016 and is a wholly-owned subsidiary of SFA Holdings, Inc. Strategic Blueprint provides investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | President | - |
Anciens postes connus de Julie Ann Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
Investors Financial Group, Inc.
 Investors Financial Group, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Investors Financial Group, Inc. is a company that provides securities brokerage/dealership services. The company is based in Atlanta, GA. Investors Financial Group was acquired by ING North America on October 21, 1998. | Corporate Officer/Principal | - |
Fisco Investment Management LP
 Fisco Investment Management LP Investment ManagersFinance Founded in 2002, Fisco Investment Management LP is a hedge fund manager located in Atlanta, Georgia. | Corporate Officer/Principal | - |
Formation de Julie Ann Sullivan
| Emory University | Undergraduate Degree |
| Transylvania University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Investors Financial Group, Inc.
Investors Financial Group, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Investors Financial Group, Inc. is a company that provides securities brokerage/dealership services. The company is based in Atlanta, GA. Investors Financial Group was acquired by ING North America on October 21, 1998. | Finance |
Fisco Investment Management LP
Fisco Investment Management LP Investment ManagersFinance Founded in 2002, Fisco Investment Management LP is a hedge fund manager located in Atlanta, Georgia. | Finance |
Strategic Blueprint LLC
Strategic Blueprint LLC Investment ManagersFinance Strategic Blueprint LLC is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2016 and is a wholly-owned subsidiary of SFA Holdings, Inc. Strategic Blueprint provides investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
