Daniel Sullivan
About Daniel Sullivan
Daniel Sullivan serves as the Managing Director of Investments at Wedbush Securities in Bellevue, Washington. He has over 15 years of experience in financial advisory roles, having previously worked at notable firms such as Bernstein Global Wealth Management and J.P. Morgan.
Work at Wedbush Securities
Daniel Sullivan serves as the Managing Director of Investments at Wedbush Securities. He has held this position since 2021, contributing to the firm's investment strategies and client management in Bellevue, Washington. His role involves overseeing investment portfolios and providing financial advisory services to clients.
Previous Experience at J.P. Morgan
Prior to his current role, Daniel Sullivan worked at J.P. Morgan as an Executive Director and Financial Advisor from 2014 to 2021. During his seven years at J.P. Morgan, he focused on delivering financial solutions and managing client relationships in the Greater Seattle Area.
Experience at Bernstein Global Wealth Management
Before his tenure at J.P. Morgan, Daniel Sullivan was employed at Bernstein Global Wealth Management as a Vice President Financial Advisor from 2010 to 2014. In this role, he provided wealth management services and investment advice to clients, enhancing their financial strategies.
Background in Sales at BD&A
Daniel Sullivan began his career in the financial sector at BD&A, where he served as Vice President of Sales from 2006 to 2010. His responsibilities included managing sales strategies and client engagement, which laid the foundation for his later roles in financial advising.
Education and Expertise
Daniel Sullivan earned a Bachelor of Arts in Business Administration from the University of Washington, where he studied from 1981 to 1985. His educational background supports his expertise in investments and financial advisory services.