JORDAN PAUL SULLIVAN
Financial Advisor
Sacramento,CA
Summary
Former medical doctor turned wealth manager with a proven track record of leadership and networking. As a student, I established the largest international students union in China and managed operations for five years, where I cultivated strategic partnerships with industry giants like Alibaba, Huawei, and Tencent. More recently, I have been working as a financial advisor at a mid-sized financial services firm, where I've managed to acquire over twenty high net worth clients/businesses, and helped our senior partners tailor advanced financial plans and tax strategies for these individuals. I am actively seeking employment at a larger wealth management firm in order to pursue greater opportunities for career advancement and professional growth.
Overview
13
13
years of professional experience
10
10
years of post-secondary education
1
1
Language
Work History
Financial Representative
WestPac Wealth Partners
05.2023 - Current
- Prospecting: Cultivated relationships with high net worth individuals, resulting in the acquisition of over 20 individual clients, in addition to one medical practice for small business planning.
- Financial Planning: Assisted individual clients and small businesses in constructing tailored financial plans.
- Portfolio Management: Constructed portfolios for clients of different ages and risk-tolerances based on their goals and needs.
- Financial Advice: Advised clients on a range of financial products ranging from ETFs and Mutual Funds to Private Credit and Structured Products.
- Small Business Consultations: Advised small businesses on their cash flows, tax efficiency, and debt repayments, funneling extra funds into investment portfolios.
Intern/Consultant
MI-10
12.2021 - 03.2022
- Leveraged my medical expertise to advise hospitals on strategic investments in infrastructure, improving their readiness for forthcoming advancements in Medical A.I. and Bioinformatics
- Cultivated professional relations with Deloitte, China.
Medical Intern
Zhejiang University Hospital
08.2019 - 06.2021
- Fellowship under Pintong Huang, Director of Interventional Radiology
- Attended research conferences, staying on top of state of the art research and developments in the medical industry
- Developed a working proficiency in Chinese language (Mandarin Chinese)
Union President
Zhejiang University International Students Union
09.2017 - 06.2021
- Built professional relationships with major Chinese companies, including TenCent, China Mobile, Alibaba, and Huawei
- Launched start-up accelerator for foreigners in Hangzhou in cooperation with Zhejiang University and Alibaba.
- Expanded union members from 75 to 500 active members
Union Vice President
Zhejiang University International Students Union
09.2016 - 09.2017
- Founded Health Services Program for International Students in Hangzhou, in cooperation with Therese Hesketh, Professor of Public Health at UC-London.
Sales Representative
MP Biomedicals
06.2011 - 06.2012
- Competitively marketed a $6,000 USD FastPrep line to US and international universities and corporations
- Analyzed trends in product sales, lead generation, search engine optimization, test trials.
- Organized and conducted trade show presentations.
Education
Medical Degree -
Zhejiang University School of Medicine
08.2015 - 06.2021
Bachelor of Science - Biology
University of California San Diego
01.2007 - 06.2011
Networking Activities
Lantern Theatre 2022 - 2023
- Wrote four comedy plays for Lantern Theatre, which were broadcast on Spotify
- Interviewed by The Dana Point Times in Dec 2022
- Collaborated with Laguna Playhouse and North Coast Repertory Theatre, building an extensive network in the non-profit arts space
Additional Information
- Securities Industry Essentials (SIE)
- Life and Health Insurance
- Series 7
- Series 66
Timeline
Financial Representative
WestPac Wealth Partners
05.2023 - Current
Intern/Consultant
MI-10
12.2021 - 03.2022
Medical Intern
Zhejiang University Hospital
08.2019 - 06.2021
Union President
Zhejiang University International Students Union
09.2017 - 06.2021
Union Vice President
Zhejiang University International Students Union
09.2016 - 09.2017
Medical Degree -
Zhejiang University School of Medicine
08.2015 - 06.2021
Sales Representative
MP Biomedicals
06.2011 - 06.2012
Bachelor of Science - Biology
University of California San Diego
01.2007 - 06.2011
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