John Sullivan

John sullivan

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location of John SullivanGreater Minneapolis-St. Paul Area
Followers of John Sullivan617 followers
  • Timeline

  • About me

    Associate VP Investments

  • Education

    • University of st. thomas

      1984 - 1987
      Bachelor's degree marketing and operation management
    • University of st. thomas - opus college of business

      1994 - 2006
      Masters of business administration, mba finance
  • Experience

    • Diamond lake inc

      May 1982 - Feb 2013

      Diamond Lake Inc. is a corporation that operated two conventional grocery stores under a franchise agreement with Super Valu. As operating officer I was responsible for the entire operation of the corporation, along with managing both grocery stores. Diamond Lake Inc. is a corporation that operated two conventional grocery stores under a franchise agreement with Super Valu. As Store Manager I was responsible for the operation of the store, managing employees, and financial results. Diamond Lake Inc. is a corporation that operated two conventional grocery stores under a franchise agreement with Super Valu. As retail stock clerk I was responsible for stocking and organizing the store shelves, along with helping out the front end.

      • Business Owner

        Jun 1998 - Feb 2013
      • Store Manager

        Sept 1987 - May 1998
      • Retail Stock Clerk

        May 1982 - Aug 1987
    • Unfi

      Jun 2013 - Jan 2015
      Retail sales associate

      UNFI distributing is a leading independent distributor of specialty food products. The primary customer is retail grocery stores, where we deliver and stock specialty grocery, frozen foods and dairy products along with fine meats, bakery and deli items.

    • Merrill lynch wealth management

      May 2016 - May 2021
      Financial advisor

      Merrill Lynch Financial Advisor Development Program, where I became Series 7 and Series 66 Licensed, and received training in marketing and prospecting. I developed a process for developing and growing my business.

    • Raymond james

      May 2021 - now
      Associate vp investments

      John H Sullivan is a member of the Moline Mercer Wealth Management Group of Raymond James, joining the team in 2016. John is committed to developing a deep relationship with each client, knowing their families, following their careers, and understanding their financial goals. Through the relationship and understanding of risk tolerance, time horizon, and liquidity, John builds an investment strategy and financial plan based on the client’s financial goals. Prior to becoming a financial advisor, John spent 26 years operating grocery stores in the retail grocery industry. John brings to his practice the knowledge of business operations and financial analysis.John attended the Opus College of Business at the University of St Thomas, where he received an MBA in Finance. Also from the University of St Thomas he earned a Bachelor of Arts degree in Marketing & Operations Management.Growing up in the area, John lives with his wife Barb in Prior Lake Minnesota, and they have four children. He enjoys spending time with his wife, attending their children’s activities, being outdoors, and playing Hockey. • Series 7 & 66 FINRA registration.• Health & Life insurance license. Show less

  • Licenses & Certifications

    • Personal investment advisor

      Raymond james
      Nov 2016