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Mark Sullivan
Mark Sullivan
Relationship Administrator | OneDigital
Massachusetts, Walpole, United States
Mark Sullivan
Summary
Mark Sullivan is a seasoned financial professional with over 15 years of experience in personal finance, specializing in retirement planning, investment strategies, and wealth management. As a Certified Financial Planner (CFP®), he is dedicated to empowering individuals and families to achieve financial independence through tailored financial plans. Mark has held leadership roles at notable firms, including BNY and OneDigital, where he has successfully managed high-net-worth client relationships and led project management initiatives. His analytical skills are complemented by a strong educational background, including an MBA in Investments and a CFP certification. Mark's commitment to client education and support sets him apart in the financial advisory landscape, making him a trusted partner for those navigating complex financial decisions. He is passionate about continuous learning and adapting to the ever-evolving financial environment.
Mark Sullivan
Work Experience
Vice President at
OneDigital
May 2022 - Present
Mark Sullivan
Education
CFP Board, CERTIFIED FINANCIAL PLANNER™
January 2020
Wheaton College (MA), Bachelor's degree, Economics
January 2005 - January 2009
Northeastern University, Master of Business Administration (MBA), Investments
January 2012 - January 2017
Boston University, Certified Financial Planner Program, Financial Planning and Services
January 2019 - January 2020
Frequently Asked Questions about Mark Sullivan
What is Mark Sullivan email address?
Mark Sullivan's primary email address is *************@onedigital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Mark Sullivan work for?
Mark Sullivan is a Relationship Administrator at OneDigital.
Where Mark Sullivan graduated from?
Mark Sullivan holds a degree in Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For additional information related to minimum qualifications and ongoing education, please visit: https://www.finra.org/investors/professional-designations/cfp Show less from CFP Board.
How can I directly contact Mark Sullivan?
To contact Mark Sullivan directly, you can use the email address *************@onedigital.com. Complete contact information is available upon registration with Muraena.
Who is Mark Sullivan?
Mark Sullivan is a seasoned financial professional with over 15 years of experience in personal finance, specializing in retirement planning, investment strategies, and wealth management. As a Certified Financial Planner (CFP®), he is dedicated to empowering individuals and families to achieve financial independence through tailored financial plans. Mark has held leadership roles at notable firms, including BNY and OneDigital, where he has successfully managed high-net-worth client relationships and led project management initiatives. His analytical skills are complemented by a strong educational background, including an MBA in Investments and a CFP certification. Mark's commitment to client education and support sets him apart in the financial advisory landscape, making him a trusted partner for those navigating complex financial decisions. He is passionate about continuous learning and adapting to the ever-evolving financial environment.
Mark`s contact details
*************@onedigital.com
Colleagues
Associate Vice President, Benefits Consulting Team Lead
Regional HR Supervisor
Senior Vice President
Manager Management Consulting
Retirement Plan Consultant
Event Coordinator, Sports Planner Inside Sales
Benefits Manager
Sr. Account Executive
Sales Manager
Investment Representative