Profil
Ms. Leann N.
Sullivan is a Managing Director of Financial Planning & Shareholder at TFC Financial Management, Inc. She joined TFC Financial in 2001 and also currently serves as a Senior Vice President of the firm.
Ms. Sullivan works closely with a select group of the firm’s clients, providing comprehensive financial planning advice and experienced guidance.
Ms. Sullivan began her career at brokerage firms learning the intricacies of the various components of financial planning.
She received her undergraduate degree from Fairfield University.
Postes actifs de Leann Nathan Sullivan
| Sociétés | Poste | Début |
|---|---|---|
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial primarily utilizes no-load mutual funds and ETFs, and their portfolios are generally global in scope and value oriented. The firm employs a “core-passive” approach in both the fixed income and equity segments of balanced portfolios. | Membre du Comité d'Investissement | 01/01/2001 |
Formation de Leann Nathan Sullivan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Fairfield University
Fairfield University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial primarily utilizes no-load mutual funds and ETFs, and their portfolios are generally global in scope and value oriented. The firm employs a “core-passive” approach in both the fixed income and equity segments of balanced portfolios. | Finance |
















