Patrick J. Sullivan
Estratega de mercado en HighMark Wealth Management LLC .
Perfil
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.
Cargos activos de Patrick J. Sullivan
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Estratega de mercado | 01/07/2012 |
Antiguos cargos conocidos de Patrick J. Sullivan.
| Empresas | Cargo | Fin |
|---|---|---|
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 |
Formación de Patrick J. Sullivan.
| University of St. Thomas | Undergraduate Degree |
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Empresas relacionadas
| Empresas privadas | 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 |
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