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Christopher Sullivan
I’ve been in the banking industry for 10 years, and the past five years I’ve been in our bank’s Private Wealth Management group. We help our high net worth clients with banks and financial advisory needs.
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Experience
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Private Wealth AdvisorSynovusJun 2019 - Present (7 years)Birmingham, AL, USA
Manage personal and commercial banking for our high net worth clients. Also work with our Financial Advisor partners to manage investments and conduct financial plans for our clients.
Education
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Samford UniversityBachelor's Degree, Finance, GeneralAug 2010 - May 2014 (4 years)
Skills
Banking
Sales
Working knowledge of investment accounting, fundamentals, and performance measurement
Series 66
Series 7
Financial statement analysis
Life & Health Insurance License
Show 1 More Skill
Soft Skills
quick learner
Outgoing personality
Team player, comfortable working with cross-functional stakeholders
Team player willing to learn new tasks
Analytical thought process with exceptional written and verbal communication skills
Caring
Personable
Growth Mindset
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Certifications
F
Series 7FINRASep 2019 - Sep 2026 (7 years)
F
Series 66FINRAOct 2019 - Oct 2026 (7 years)
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