Brendan M. Sullivan
Mansfield,TX
Summary
Deadline-focused financial advisor who is highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sr. Investment Counselor
Fisher Investments
01.2023 - Current
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Investment Counselor
Fisher Investments
10.2020 - 12.2022
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Educated clients on financial topics and best practices.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Investment Portfolio Specialist
TD Ameritrade Investment Management LLC
09.2019 - 10.2020
- Assist clients in assessing their short-term and long-term financial goals and objectives to determine the appropriate strategy
- Build relationships and maintain accurate records for clients utilizing the management services
- Educate clients to make the most informed investment decisions
- Client Service focused
Trading Specialist
TD Ameritrade
08.2018 - 09.2019
- Advanced trading - equity and derivatives customer support
- Created and implemented strategic trading approaches.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Financial Services Representative
TD Ameritrade
10.2017 - 08.2018
- Built and established relationships with clientele to improve future business opportunities.
- Order taking and placing for trades on the instructions of retail trading clients.
- White glove customer service for most administrative and clerical requests
Merchandiser Specialist
Ben E Keith Beverages
08.2016 - 10.2017
- Sales support for specialty chain retailers for off-premises sales team (high end beverage and craft)
- Completed efficient store resets to prepare store for special promotions and seasonal updates.
- Collaborated with store managers to devise store layouts and establish aesthetic appeal.
- Developed merchandising strategy to efficiently move overstock.
- Established strong vendor relationships to maintain and support business.
- Monitored and replenished display inventory and restructured according to available stock.
Merchandiser
Ben E Keith Beverages
03.2013 - 08.2016
- Sales support for large chain retailers – AB brands and portfolio of BEK products (specialty and non)
- Changed displays to reflect new promotions.
- Communicated merchandising needs to store manager.
- Maintained product inventory and reordered items.
- Optimized store displays and appearance via strategic merchandising.
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
Education
MBA -
Southern Methodist University
Dallas, TX12.2022
Bachelor of Arts - Marketing
University of North Texas
Denton, TX05.2017
Skills
- Active Listening
- Administration Strength
- Asset Management
- Business Development
- Cash Flow Projection
- Client Education
- Complex Problem Solving
- Critical Thinking
- Process Management
- Sales Proficiency
- Serve Client Needs
- Verbal and Written Communications
Certification
FINRA Series 66
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Diversification is protection against ignorance. It makes little sense if you know what you are doing.”
Warren Buffett
Timeline
Sr. Investment Counselor
Fisher Investments
01.2023 - Current
Investment Counselor
Fisher Investments
10.2020 - 12.2022
Investment Portfolio Specialist
TD Ameritrade Investment Management LLC
09.2019 - 10.2020
Trading Specialist
TD Ameritrade
08.2018 - 09.2019
Financial Services Representative
TD Ameritrade
10.2017 - 08.2018
Merchandiser Specialist
Ben E Keith Beverages
08.2016 - 10.2017
Merchandiser
Ben E Keith Beverages
03.2013 - 08.2016
MBA -
Southern Methodist University
Bachelor of Arts - Marketing
University of North Texas
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