We found the following information about Amy Sullivan at Capital Strategies Investment Group, where Amy Sullivan has worked as a Retirement Consultant since 2019. Amy's total work experience is over 18 years, during which time this expert had at least seven jobs at different companies to develop skills. Amy studied at the Miami University from 1992 to 1996. This professional received the following certifications: Series 7, Series 24, and Series 63. Amy Sullivan currently lives in Naperville, Illinois. You can contact with Amy by searching for phone number or email address or find exhaustive information by requesting access to this person's additional details from Connexy.
Name variants:
Aimee Sullivan,
Amie Sullivan
Contact Information
Last Update
Jul 13, 2022
Email
do**@yahoo.com, am**@guggenheimpartners.com
Location
Naperville, IL
Workplace
Retirement Consultant
Villa Park, IL
Industry
Financial Services
Colleagues
Work History
Retirement Consultant
1 Parkview Plz SUITE 620, Oakbrook Terrace, IL 60181
from Jan 2019
Director, Chief of Staff, Intermediary Sales
330 Madison Ave, New York, NY 10017
Develop, coordinate, execute and document the strategic initiatives of the 100+ member Intermediary Sales Team
Collaborate with department heads of Marketing, IT, Compliance and HR to supp...
Nov 2013 — Jun 2017
Director, Chief Operations Officer, Intermediary Sales
330 Madison Ave, New York, NY 10017
Responsible for managing a variety of operational activities that support Guggenheim's national intermediary organization currently comprised of 6 sales teams. Report to and work directly wi...
Aug 2012 — Nov 2013
Senior Vice President, Internal Sales Manager
330 Madison Ave, New York, NY 10017
Responsible for managing, developing, and coaching the internal sales team supporting Claymore/Guggenheim's mutual fund, unit investment trust, and closed-end fund product lines
Set perfor...
Jan 2007 — Aug 2012
Regional Vice President, External Wholesaler
Topeka, KS
Sixth employee of start-up asset management firm founded in October 2001 specializing in innovative investment solutions across multiple asset classes
Built successful territory entirely f...
Nov 2001 — Jan 2007
Regional Vice President
730 3Rd Ave, New York, NY 10017
External Wholesaler
New England Territory representing unit investment trust and closed end fund product lines
Internal Wholesaler
hired during the launch of Nuveen
s equity UIT busines...
1999 — 2001
Education
1992 — 1996
1988 — 1992
Occupations
Counselor
Accountant
Finance and Accounting Specialist
Executive
Director
HR Specialist
Human Resources Specialist
Managers
Chief Executive Officer
Advisor
Accounting Bookkeeper
Bookkeeper
Operations Manager
Recruitment
Corporate Executive
Chief Executive
Skills
Series 7
Mutual Funds
Etfs
Series 63
Portfolio Management
Financial Services
Investments
Asset Allocation
Trading
Asset Management
Series 24
Series 65
Unit Investment Trusts
Alternative Investments
Separately Managed Accounts
Securities
Closed End Funds