Directory

>

Mark Sullivan

avatar

Mark Sullivan

Relationship Administrator | OneDigital

Massachusetts, Walpole, United States

View contact details (it's free)

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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Mark Sullivan

Work Experience

company logo

Vice President at

OneDigital

May 2022 - Present

Logos provided by Logo.dev

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

mail

*************@onedigital.com

Colleagues

avatar
Eric Viola

Associate Vice President, Benefits Consulting Team Lead

avatar
Kelly Weber

Regional HR Supervisor

avatar
Henry Slay

Senior Vice President

avatar
Kevin Athans

Manager Management Consulting

avatar
Mark Ray

Retirement Plan Consultant

avatar
Sam Blechman

Event Coordinator, Sports Planner Inside Sales

avatar
Julie Cape

Benefits Manager

avatar
Casey Kines

Sr. Account Executive

avatar
Wes Cowen

Sales Manager

avatar
Jeff Yamin

Investment Representative

View Contact details (it's free)
Request Profile Removal