Profiel
Joel Eugene Sullivan worked as a Partner & Portfolio Manager at Buena Vista Investment Management LLC from 2003 to 2019.
Prior to that, he worked as a Principal at American Express Financial Advisors, Inc. from 1988 to 2003.
Sullivan received his undergraduate degree from St. John's University.
Eerdere bekende functies van Joel Eugene Sullivan
| Bedrijven | Functie | Einde |
|---|---|---|
Buena Vista Investment Management LLC
 Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Compliance Officer | 01-04-2019 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31-03-2003 |
Opleiding van Joel Eugene Sullivan
| St. John's University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| American Express Financial Advisors, Inc. | |
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
