Joe Sullivan is a seasoned professional in wealth management and private banking, holding various leadership roles in notable financial institutions. They served as Director of Wealth Management & Private Banking at 42 North Private Bank from 2019 to 2021 and were involved with J.P. Morgan Private Bank in multiple capacities between 2008 and 2012. Currently, Joe is the Senior Director of Strategic Accounts for Wealth Management & Private Banking in North America at Backbase and is pursuing a Bachelor’s degree in Business Management and Economics at Emmanuel College. Their extensive experience also includes positions at BondLink and Interactive Brokers.
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