David Sullivan, MBA, Pmp
About David Sullivan, MBA, Pmp
David Sullivan, MBA, PMP, serves as the Vice President and Marketing Platforms Administrator at City National Bank, where he has worked since 2021. He has extensive experience in system implementation and training, particularly with the Seismic platform, and previously held positions at Morgan Stanley Smith Barney and TIAA.
Work at City National Bank
David Sullivan serves as the Vice President, Marketing Platforms Administrator for Seismic at City National Bank. He has held this position since 2021, contributing to the bank's marketing technology initiatives. His role involves collaborating with various teams, including the Salesforce Center of Excellence and the Project Management Office, to ensure the successful implementation of the Seismic system. Sullivan has played a key role in managing the implementation of the Seismic sales enablement platform, which serves 2,100 users across 13 lines of business.
Education and Expertise
David Sullivan holds a Master of Business Administration (MBA) and a Bachelor of Science (BS) degree from the University of South Carolina. His educational background provides a solid foundation in business principles, which he applies in his current role. Sullivan's expertise includes project management and marketing platform administration, particularly in the context of sales enablement systems.
Background
Before joining City National Bank, David Sullivan worked at TIAA as a Senior Associate from 2011 to 2020. He also served as a Financial Advisor at Morgan Stanley Smith Barney from 2005 to 2010 in Charlotte, North Carolina. His diverse experience in financial services and marketing technology has equipped him with the skills necessary for his current role in managing marketing platforms.
Achievements in System Implementation
David Sullivan has successfully developed governance structures, administration protocols, and training materials for the Seismic system. He has conducted training sessions for all users to ensure effective utilization of the platform. His efforts have ensured that client-facing and prospecting materials are compliant, updated, and properly branded, enhancing the overall effectiveness of the marketing initiatives at City National Bank.