Dan Sullivan, C AI A®
About Dan Sullivan, C AI A®
Dan Sullivan is a Sales Executive with extensive experience in the financial services industry. He has held various roles at companies such as Prudential Financial, Zacks Investment Management, and DiligenceVault, and has a background in marketing from Quinnipiac University.
Current Role at DiligenceVault
Dan Sullivan serves as a Sales Executive at DiligenceVault, a position he has held since 2021. In this role, he is responsible for driving sales initiatives and fostering client relationships. His experience in sales and investment management contributes to the company's objectives in delivering financial technology solutions.
Previous Experience in Financial Services
Prior to his current role, Dan Sullivan worked at several financial institutions. He was an Internal Wholesaler at Prudential Financial from 2016 to 2017, and he served as an Investment Consultant at Natixis Investment Managers from 2017 to 2020. Additionally, he held the position of Regional Vice President at Zacks Investment Management from 2020 to 2021.
Educational Background
Dan Sullivan studied at Quinnipiac University, where he earned a Bachelor's degree in Marketing from 2009 to 2013. He also attended the University of Richmond - Robins School of Business for 11 months in 2013, further enhancing his business acumen.
Leadership Roles at Sigma Phi Epsilon
Dan Sullivan held leadership positions at Sigma Phi Epsilon, where he served as Regional Director from 2013 to 2014 and as Director of New Chapter Development from 2014 to 2015. These roles involved overseeing chapter operations and development initiatives.
Early Career in Investment Management
Before his tenure at Prudential Financial, Dan Sullivan worked as an Internal Wholesaler at Realty Capital Securities from 2015 to 2016. His early career laid the foundation for his subsequent roles in investment management and sales.