Patricia O'sullivan is a high-level professional, who works in Tuim Energy on the position of Consultant since 2013. Patricia gained professional experience in more than nine positions at different companies. Patricia O'sullivan went to the Western New England University and got education there from 1999 to 2000. Patricia has these qualifications: Caia, Erp Energy Risk Professional, and Finra 3, 6,7 24, 63, and 65. Boston, Massachusetts is the city, where this expert was lastly known to live. Patricia's email address and number can be easily accessed through Connexy on demand.
Name variants:
Pat O'Sullivan,
Patty O'Sullivan,
Patti O'Sullivan,
Pattie O'Sullivan,
Patsy O'Sullivan,
Tricia O'Sullivan,
Trisha O'Sullivan,
Trish O'Sullivan,
Trissie O'Sullivan,
Trissy O'Sullivan
Contact Information
Last Update
Jun 30, 2022
Email
pa**@yahoo.com
Location
Boston, MA
Company
Tuim Energy
Workplace
Consultant
Work History
Consultant
Provide high-quality investment guidance and insight to investors regarding alternative investments in real estate and energy spaces, including both conventional and renewable energy. Profic...
from May 2013
Director of Product Management
601 Congress Street Brg, Boston, MA 02210
Responsible for all aspects of a $3 billion SEC registered RIA for a national Broker/Dealer, including:
Chaired the Corporate RIA Committee responsible for the review and approval of all R...
Dec 2007 — May 2013
Vice President
Worked as part of an established team of trust and banking professionals to deliver investment management, trust services, financial planning and lending capacity to existing Private Bank an...
Oct 2006 — Dec 2007
Senior Financial Planner
220 south Ridgewood Ave, Daytona Beach, FL 32114
Provide comprehensive Wealth and Investment Management services to high net worth individuals and retirement plan sponsors (Average AUM per client $5 to $15 million). Accomplish high touch ...
Oct 2003 — Oct 2006
Product Development and Implementation
For the Career Agency and Broker/Dealer channels, managed the development and implementation of new variable life and annuity products. Primary implementations included: Private Placement An...
Jan 1998 — Oct 2002
Manager - Annuity Sales
As part of a start up venture with AARP, manager of a team of sales professionals. Developed and implemented sales and marketing plans for fixed and variable annuity products, and provided s...
Jan 1996 — Jan 1997
Investment Counselor
Built and maintained a client base of over 2200 accounts with $40 million in assets under management while exceeding all sales goals. Created, marketed and presented seminars for both prospe...
Jan 1994 — Jan 1996
Investment Specialist
Ranked within top 5% of sales force and achieved all sales and marketing targets. Within the Connecticut marketplace helped roll out the retail investment program and successfully provided a...
Jan 1991 — Jan 1994
Education
1999 — 2000
1998 — 1999
1990 — 1991
1985 — 1990
1987 — 1988
Occupations
Counselor
Real Estate Broker
Licensed Real Estate Broker
Financial Broker
Investment Analyst
Executive
Director
Sales Specialist
Agent
Sales Agent
Supervisor
Managers
Lawyer
Legal Counsel
Advisor
Property Manager
Real Estate Manager
Puchasing and Estimating Manager
Financial Manager
Operations Manager
Sales Representative
Skills
Alternative Investments
Financial Services
Finra
Investment Management
Series 7
Financial Advisory
Wealth Management
Business Development
Investment Strategies
Tax
Product Management
Securities
Investment Advisory
Separately Managed Accounts
Relationship Management
Series 63
Hedge Funds
Financial Planning
Banking
Estate Planning
Asset Management
Training and Development
Series 6
Series 24
High Net Worth Individuals
Business Relationship Management
Due Diligence
Private Wealth Management
Securities Regulation
Financial Modeling
Contract Management
Private Banking
Private Equity
Technical Analysis
Trading
Commodity
Financial Planners
Renewable Energy
Series 65
Trust Management
Ria
Performance Measurement
Managed Accounts
Series 3
Sustainable Energy
FAQs about Patricia O'sullivan
What's the main profession of Patricia O'sullivan?
Patricia O'sullivan is a Consultant.
What are the profession of The expert?
These person's professions are Counselor
Where does Patricia O'sullivan live?
Patricia O'sullivan lives in Boston, Massachusetts.
Does the expert have the email address?
pa**@yahoo.com is Patricia's email address.
How many companies did Patricia O'sullivan work at?
The professional worked at nine jobs.
What education does Patricia O'sullivan have?
Patricia studied at the Western New England University from 1999 to 2000.
Are there any professional certifications Patricia O'sullivan has?
This professional received the following certifications: Caia, Erp Energy Risk Professional, Finra 3, 6,7 24, 63, and 65, Real Estate License, Certified Instructional Designer/Trainer, and Project Management.
What languages does Patricia O'sullivan speak?
Patricia O'sullivan speaks English.