Samantha Sullivan, MBA
About Samantha Sullivan, MBA
Samantha Sullivan, MBA, serves as the Director and Head of Operations at Dynasty Financial Partners, where she has worked since 2023. She has a diverse background in wealth management and finance, with previous roles at UBS Wealth Management and Las Olas Capital Advisors.
Current Role at Dynasty Financial Partners
Samantha Sullivan serves as the Director and Head of Operations at Dynasty Financial Partners, a position she has held since 2023. In this role, she is responsible for overseeing operational strategies and ensuring efficient platform operations. Her leadership contributes to the overall effectiveness of the organization in St. Petersburg, Florida.
Previous Experience in Wealth Management
Samantha Sullivan has extensive experience in the wealth management sector. She worked at UBS Wealth Management in various capacities, including as a Client Service Associate from 2012 to 2013, and later as a Wealth Strategy Associate from 2013 to 2015. Additionally, she served as a Senior Wealth Strategy Associate for a brief period in 2015. Her roles involved client interaction and strategic financial planning.
Education and Academic Background
Samantha Sullivan holds a Bachelor’s Degree in Exercise Science from Florida State University, where she studied from 2007 to 2011. She furthered her education at Nova Southeastern University, earning a Master of Business Administration (M.B.A.) in Finance from 2011 to 2013. Her academic background provides a solid foundation for her career in operations and finance.
Career Progression at Dynasty Financial Partners
Samantha Sullivan has had a progressive career at Dynasty Financial Partners. She initially joined the firm as a Senior Vice President of Platform Operations, where she worked from 2020 to 2023. In 2023, she transitioned to her current role as Director and Head of Operations, reflecting her growth and increasing responsibilities within the organization.
Internship Experience
Samantha Sullivan began her professional journey with internship experiences that shaped her career. She interned at Atico International in 2007 for three months and later at Morgan Stanley Smith Barney in 2011 for another three-month period. These internships provided her with early exposure to the financial industry.