Mr. Sullivan joined Cboe Vest in July of 2022, bringing nearly three decades of experience in the financial services industry. Previously, Mr. Sullivan spent 10 years overseeing sales at Jefferson National, and RIA sales at Nationwide after Nationwide’s purchase of Jefferson.
Prior to this Mr. Sullivan spent 11 years at Northern Trust in various roles including management of third-party sales and distribution teams, key account management, strategic planning for distribution efforts and the development and management of a portfolio construction desk focused on high-net-worth clients. He has also held positions at Morningstar and Stein Roe Mutual Funds.
Mr. Sullivan is a graduate of DePaul University, where he received a bachelor of arts degree in finance. He holds the Series 7, 24 and 63 licenses.
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