Adrian O'Sullivan, PMP

Adrian O'Sullivan, PMP

Customer Service Representative

Followers of Adrian O'Sullivan, PMP498 followers
location of Adrian O'Sullivan, PMPRichmond, Virginia, United States

Connect with Adrian O'Sullivan, PMP to Send Message

Connect

Connect with Adrian O'Sullivan, PMP to Send Message

Connect
  • Timeline

  • About me

    Manager at Forvis Mazars

  • Education

    • Manhattanville University

      2001 - 2003
    • Harvard Business School

      2014 - 2014
      Credential Of Readiness Business Analytics, Economics for Managers, Financial Accounting
    • University of Massachusetts Amherst

      2003 - 2005
      BA Economics, Psychology
  • Experience

    • Pioneer Investments

      May 2006 - Jul 2007
      Customer Service Representative
    • Putnam Investments

      Aug 2007 - Jul 2008
      Accountant
    • State Street

      Jul 2008 - Mar 2022
      • Officer, ETF Client Service

        Sept 2017 - Mar 2022
      • Senior Associate, ETF Client Service

        Nov 2015 - Sept 2017
      • Associate 2, ETF Client Service

        Jan 2012 - Nov 2015
      • Fund Accountant, Mutual Fund Client Service

        Jul 2008 - Dec 2011
    • Dixon Hughes Goodman LLP

      Apr 2022 - May 2022
      Lead Consultant, Advisory Services
    • FORVIS

      May 2022 - May 2024
      • Manager, Advisory Services

        Oct 2023 - May 2024
      • Lead Consultant, Advisory Services

        May 2022 - Oct 2023
    • Forvis Mazars US

      Jun 2024 - now
      Manager, Advisory Services
  • Licenses & Certifications

    • Certified ScrumMaster (CSM)

      Scrum Alliance
      Feb 2023
      View certificate certificate
    • Project Management Professional (PMP)

      Project Management Institute
      Mar 2023