Profil
Ms. Marita A. Sullivan, CPA, is a Chairman of Board of Directors at JMG Financial Group Ltd. She joined the firm in April 1987 and served as the firm's CEO from 2005 until her retirement in December 2016.
Ms. Sullivan was previously employed as a Tax Manager by Arthur Young & Co.
She holds a BS in Accounting from the University of Illinois-Chicago.
She is a member of The Chicago Network, Illinois CPA Society, and the Financial Planning Association.
Anciens postes connus de Marita Agnes Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
JMG Financial Group Ltd.
JMG Financial Group Ltd. Investment ManagersFinance JMG develops and implements holistic wealth management strategies that reflect clients’ current finances, as well as their long-term lifestyle, legacy and philanthropic goals. The firm’s approach – personal and prudent – is designed to achieve competitive risk-adjusted returns that match each client’s financial goals, values and risk tolerance. | Directeur Général | 01/12/2016 |
Arthur Young & Co. | Corporate Officer/Principal | 31/12/1986 |
Formation de Marita Agnes Sullivan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
JMG Financial Group Ltd.
JMG Financial Group Ltd. Investment ManagersFinance JMG develops and implements holistic wealth management strategies that reflect clients’ current finances, as well as their long-term lifestyle, legacy and philanthropic goals. The firm’s approach – personal and prudent – is designed to achieve competitive risk-adjusted returns that match each client’s financial goals, values and risk tolerance. | Finance |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arthur Young & Co. | Commercial Services |
















