Ali Sultan

ALI SULTAN, MBA, possesses extensive experience in the financial services sector, currently serving as the Director of Client Services and Operations at Avantax Wealth Management℠ since February 2019. ALI has progressed through various roles at Avantax, including Team Manager and Relationship Manager. Prior experience includes positions at New York Life Insurance Company and NYLIFE Securities LLC as an agent and financial services professional, respectively. ALI's career also includes management roles at Scottrade, Fidelity Investments, Morgan Stanley, and TD Ameritrade, showcasing expertise in operations, risk management, and client services. ALI served in the US Marine Corps and holds an MBA from Texas Tech University and a Bachelor of Applied Science in Management from the University of Phoenix.