Patrick J. Sullivan
Marktstrateeg bij HighMark Wealth Management LLC
Profiel
Mr. Patrick J.
Sullivan is a Partner & Wealth Strategist at HighMark Wealth Management LLC.
He works closely with Mr. Todd Arens in managing Highmark Wealth Management’s financial planning service, portfolio management and client specific risk analysis.
Currently, he is an active member of the St. Paul Rotary Club and a member of the St. Paul Chamber of Commerce – Young Professionals.
Patrick is also a Commissioned Notary.
Mr. Sullivan was previously employed as a Client Service Service Associate by UBS Financial Services, Inc.
He is a graduate of the Opus College of Business, University of St. Thomas, with a BA in Financial Management.
Actieve functies van Patrick J. Sullivan
| Bedrijven | Functie | Begin |
|---|---|---|
HighMark Wealth Management LLC
 HighMark Wealth Management LLC Investment ManagersFinance HighMark Wealth Management LLC (HighMark WM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Paul, Minnesota. The firm was founded by Todd E. Arens in 2012. HighMark WM provides investment management and advice to high-net-worth clients. | Marktstrateeg | 01-07-2012 |
Eerdere bekende functies van Patrick J. Sullivan
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-07-2012 |
Opleiding van Patrick J. Sullivan
| University of St. Thomas | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
HighMark Wealth Management LLC
HighMark Wealth Management LLC Investment ManagersFinance HighMark Wealth Management LLC (HighMark WM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Paul, Minnesota. The firm was founded by Todd E. Arens in 2012. HighMark WM provides investment management and advice to high-net-worth clients. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
