Kathleen Sullivan

Kathleen Sullivan currently serves as Associate Director and Senior Implementation Team Manager at Alter Domus, a position held since March 2024, following a prior role there as Associate Director and Implementation Manager from November 2017 to January 2021. Before joining Alter Domus, Kathleen worked at Envestnet | Tamarac as Associate Vice President, Relationship Manager/Project Manager from September 2012 to September 2016, where responsibilities included enhancing client relationships and managing project objectives. Kathleen began a career at Charles Schwab Advisor Services, taking on roles such as Business Development Sales Support Team Lead and Relationship Management Sales Support from February 2004 to September 2012, contributing to client onboarding and sales support. Earlier experience includes roles at Geneva Investment Management as MIS | Client Services | Trader from July 2002 to February 2004. Kathleen holds a Bachelor’s degree in Business Administration from DePaul University and an Associate's degree in Paralegal Studies from MacCormac Junior College.