Profilo
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.
Precedenti posizioni note di Joel Eugene Sullivan
| Società | Posizione | Fine |
|---|---|---|
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. | Responsabile della Conformità | 01/04/2019 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/03/2003 |
Formazione di Joel Eugene Sullivan
| St. John's University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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