Chris Sullivan
The most important service that I provide is acting as an objective sounding board for clients, their family... | Ottawa, Ontario, Canada
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Chris Sullivan’s Emails ch****@fm****.com
Chris Sullivan’s Phone Numbers No phone number available.
Social Media
Chris Sullivan’s Location Ottawa, Ontario, Canada
Chris Sullivan’s Expertise The most important service that I provide is acting as an objective sounding board for clients, their family and friends so that they may make informed financial decisions. I am a 20 year veteran of the financial services sector, a Fellow of the Canadian Securities Industry and have attained the Financial Management Advisor designation. I help people, who believe in the value of advice, understand their current financial position within a complex world fraught with economic risks and provide guidance over time. The attainment of my client’s goals is how I judge success. I believe that hiring successful asset managers is a very important part of a sound investment plan. Formerly, I held the role of District Vice President with one of the world’s leading asset management firms. This experience proves very valuable for my clients as it has provided insights regarding the processes of successful portfolio management teams and the basis for a discerning due diligence process for manager choice. I believe that this process improves the probability of long-term investor success and the attainment of my client’s goals.
Chris Sullivan’s Current Industry Cibc Wood Gundy
Chris
Sullivan’s Prior Industry
Merrill Lynch
|
Cibc Wood Gundy
|
Fidelity Investments
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Work Experience
Cibc Wood Gundy
Investment Advisor
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidelity Investments
District Vice President
Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Cibc Wood Gundy
Associate Investment Advisor
Thu Nov 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Associate Investment Advisor
Mon Jun 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Nov 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Chris Sullivan Email Addresses
FAQ About Chris Sullivan
-
Chris Sullivan is located at
Ottawa, Ontario, Canada -
Chris Sullivan is a
The most important service that I provide is acting as an objective sounding board for clients, their family and friends so that they may make informed financial decisions. I am a 20 year veteran of the financial services sector, a Fellow of the Canadian Securities Industry and have attained the Financial Management Advisor designation. I help people, who believe in the value of advice, understand their current financial position within a complex world fraught with economic risks and provide guidance over time. The attainment of my client’s goals is how I judge success. I believe that hiring successful asset managers is a very important part of a sound investment plan. Formerly, I held the role of District Vice President with one of the world’s leading asset management firms. This experience proves very valuable for my clients as it has provided insights regarding the processes of successful portfolio management teams and the basis for a discerning due diligence process for manager choice. I believe that this process improves the probability of long-term investor success and the attainment of my client’s goals. Cibc Wood Gundy -
Chris Sullivan currently works in the
Cibc Wood Gundy -
Chris Sullivan specializes in
The most important service that I provide is acting as an objective sounding board for clients, their family and friends so that they may make informed financial decisions. I am a 20 year veteran of the financial services sector, a Fellow of the Canadian Securities Industry and have attained the Financial Management Advisor designation. I help people, who believe in the value of advice, understand their current financial position within a complex world fraught with economic risks and provide guidance over time. The attainment of my client’s goals is how I judge success. I believe that hiring successful asset managers is a very important part of a sound investment plan. Formerly, I held the role of District Vice President with one of the world’s leading asset management firms. This experience proves very valuable for my clients as it has provided insights regarding the processes of successful portfolio management teams and the basis for a discerning due diligence process for manager choice. I believe that this process improves the probability of long-term investor success and the attainment of my client’s goals. -
Chris Sullivan speaks the following languages:
No languages available. -
Chris Sullivan has prior experience in the following industries:
Fidelity Investments , Cibc Wood Gundy , Merrill Lynch -
Chris Sullivan has the following professional experience:
Cibc Wood Gundy , Fidelity Investments , Cibc Wood Gundy , Merrill Lynch . -
You can view Chris Sullivan’s
LinkedIn profile at LinkedIn URL. -
Chris Sullivan’s work email addresses are
[email protected] . -
Chris Sullivan works at
Cibc Wood Gundy
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