Andrew Sullivan

Background

About Andrew Sullivan

As Business Development Associate, my role is to interface Sullivan & Schlieman within the local communities of Alpharetta and Milton through volunteer opportunities and community organizations using my expertise in wealth management products & services. I am also responsible for identifying potent tools and networks to target the local business community for prospective partnerships In doing so, I have been able to effectively build and sustain business relationships utilizing my experience in compiling marketing and financial data for analysis. By using my proficiency to relay this information to both technical and non-technical audiences, I have achieved significant results in advancing company exposure & strategic direction. I joined the Sullivan & Schlieman in July 2021. I graduated from Southern Methodist University with a major in Marketing with a concentration in Real Estate Finance, and a minor in Advertising. I also am financially licensed with my SIE, series 7, 63 & 65 certifications with LPL Financial. Prior to joining the firm, I previously worked at Alliance Bernstein in Nashville, Tennessee. I served as an Internal Sales Associate with sales territories ranging from Wisconsin to Wyoming while working with the company’s leading global research product, senior salespeople, and best-in-class trade execution teams. I am currently a member of the Alpharetta Rotary Club, Alpharetta Business Association as well as serving as an ambassador for the Alpharetta Chamber of Commerce. I grew up in Alpharetta, Georgia and now live down the street from downtown Alpharetta. In my free time, I enjoy bird hunting, alpine skiing, traveling to new places with my friends and family, as well as hiking with my labradoodle, Oakley Bear. A listing of my core competencies includes: • Licensed in Financial Services (SIE, Series 7,63, & 65) • Economic Data Analysis • Marketing & Financial Report Generation • Client Prospecting & Acquisition • Public Speaking & Presentations • Community Outreach & Engagement Available to discuss new opportunities in the Alpharetta or Atlanta Metropolitan area, please contact me at dsullivan96@gmail.com Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state