Samantha Sullivan

Samantha Sullivan

Director, Head of Operations at Dynasty Financial Partners
Florida, United States

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Work Experience

Dynasty Financial Partners

Director, Head of Operations

2023-09-01 - Present

Las Olas Capital Advisors

Vice President/Research & Portfolio Management

2015-08-01 - 2017-01-01

UBS Wealth Management

Senior Wealth Strategy Associate

2015-06-01 - 2015-08-01

Morgan Stanley Smith Barney

Intern

2011-09-01 - 2011-12-01

Atico International

Summer Intern

2007-05-01 - 2007-08-01

Skills

core services investment platform transition services financing technology m a tamp capital markets investment banking marketing compliance practice management business design consulting ria registration & licensing

Languages

English