Dan Sullivan

Biography

Dan advises families and business owners, offering tailored, comprehensive financial solutions. He analyzes client investment portfolios, balance sheet, cash flow needs and balances them with individual risk and volatility parameters. He then harnesses the vast array of the firm’s investment planning resources and thought leadership in capital markets research. The result is a custom long-term asset allocation plan, tailored to meet client-specific goals and milestones.

His 30+ years of professional experience include 20 years in business consulting and sports marketing, where he gained a deep understanding of balance sheet management and acquisition integration. Through insight and skills gained during his time in consulting, Dan formulated his approach to the capital markets. He builds trust by emphasizing long term planning and through consistent execution of an investment strategy which endeavors to meet client’s investment goals, withstand market fluctuations, and achieve your ideal lifestyle.

Dan’s professional career began in 1986 and included BCSR, Siemens, ExecutiveIQ, USA.Net, Meydenbauer Consulting, and Bensussen Deutsch Associates. His experience in Financial Services includes some of Wall Street’s premier firms; AllianceBernstein, J.P. Morgan, and currently Wedbush Securities.

Always passionate about the financial markets, Dan learned early in life that he could create his own opportunities; he worked his way through The University of Washington, earning a B.A. in Business Administration at the Foster School of Business, with a double concentration in Finance and Marketing. Dan and his wife, Mishele, live in Bellevue, Washington with their two daughters, son, and granddaughter. He enjoys golfing, skiing, travelling, and coaching youth sports.

RECOGNITION/MEMBERSHIPS

• Mentoring College Athletes and Students
• Coached Youth and High School Football
• Previous Rotary Club Member

SPECIALIZATIONS

• Asset Management
• Financial Planning
• Portfolio Structure & Management

Credentials

• Series 7, 9, 10, 31, and 66 securities licenses
• Bachelor’s Degree in Business Administration with a dual concentration in Finance and Marketing from The University of Washington
• Licensed in 18 states

Mission Statement