Dan Sullivan
Stratège de marché chez HighMark Wealth Management LLC
Profil
Mr. Daniel R.
Sullivan is a Wealth Strategist at HighMark Wealth Management LLC.
Since officially joining HighMark in 2018, he has proven to be a valuable addition to the firm.
Mr. Sullivan was previously employed as a Seasonal Client Associate by Merrill Lynch Alternative Investments LLC.
He is a graduate of the Opus College of Business, University of St. Thomas, with a BA in Financial Management.
Postes actifs de Dan Sullivan
| Sociétés | Poste | Début |
|---|---|---|
HighMark Wealth Management LLC
 HighMark Wealth Management LLC Investment ManagersFinance HighMark Wealth Management LLC (HighMark WM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Paul, Minnesota. The firm was founded by Todd E. Arens in 2012. HighMark WM provides investment management and advice to high-net-worth clients. | Stratège de marché | 01/10/2018 |
Anciens postes connus de Dan Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Corporate Officer/Principal | 01/10/2016 |
Formation de Dan Sullivan
| The University of St. Thomas School of Law | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
HighMark Wealth Management LLC
HighMark Wealth Management LLC Investment ManagersFinance HighMark Wealth Management LLC (HighMark WM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Paul, Minnesota. The firm was founded by Todd E. Arens in 2012. HighMark WM provides investment management and advice to high-net-worth clients. | Finance |
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Finance |
