Glenn Sullivan
Kittery,ME
Summary
Proactive and goal-oriented professional recognized for exceptional time management and problem-solving abilities. Known for reliability and adaptability, with a strong capacity to quickly learn and implement new skills, enhancing overall effectiveness. Committed to leveraging these strengths to drive team success and contribute to organizational growth and innovation. Eager to embrace challenges that foster personal and professional development.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Registered Sales Assistant Broker
Financial Compass Group
Wellesley, MA
12.2024 - Current
- Executed 200 targeted outreaches daily to connect with potential clients, successfully arranging appointments to support team sales goals.
- Managed detailed follow-up processes using Salesforce to effectively transform leads into sales opportunities.
- Compiled and analyzed client needs into comprehensive reports to support informed strategic decisions.
- Conducted thorough market analysis to inform and elevate client portfolio performance with targeted investment strategies.
Merrill Financial Solutions Advisor
Merrill Lynch
Portsmouth, NH
02.2024 - 10.2024
- Facilitated discussions with clients to identify their objectives and preferences, assessing alignment with their savings and investment methodologies.
- Constructed diversified investment strategies, including bond ladders, SMAs, alternative investments, and tax-loss harvesting, to optimize client returns.
- Developed and implemented proactive outreach strategies aimed at acquiring clients, applying financial planning expertise to effectively convert prospects and increase market share for Merrill Lynch. Maintained target AUM goal by 120%
- Collaborated with Bank of America teams to deliver comprehensive financial solutions that strengthen client relationships.
Financial Professional
Equitable Advisors
Wellesley, MA
07.2019 - 12.2023
- Achieved client satisfaction by aligning financial goals with tailored recommendations for 403(b) and 457 plans. Integrated state pensions and social security benefits into holistic financial strategies.
- Assessed clients' financial goals and personal data to provide customized recommendations for advisory, brokerage, annuities, and insurance solutions.
- Facilitated outreach to corporate employees to discuss Equitable planning strategies and identify solutions for enhancing financial plans.
- Executed ongoing financial reviews and proactive outreach initiatives to strengthen client relationships and ensure effective communication.
Education
Bachelor of Science - Business Administration with a focus in Finance and Management
University of New Hampshire
Durham, NH05.2019
Skills
- Portfolio management
- Retirement planning strategies
- Tax strategy
- Cash flow optimization
- Insurance design
- Relationship building and management
- Salesforce
- Microsoft Office (Excel, Word)
Certification
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Uniform Combined State Law Exam
- Life, Accident & Health Insurance License
Timeline
Registered Sales Assistant Broker
Financial Compass Group
12.2024 - Current
Merrill Financial Solutions Advisor
Merrill Lynch
02.2024 - 10.2024
Financial Professional
Equitable Advisors
07.2019 - 12.2023
Bachelor of Science - Business Administration with a focus in Finance and Management
University of New Hampshire