Canterbury Consulting
Katie Sullivan serves as the Senior Manager of Marketing at Canterbury Consulting since December 2015, focusing on consulting services for tax-exempt organizations. Prior to this role, Katie Sullivan worked as an Independent Marketing Consultant for various fast-growing companies, enhancing their marketing strategies from October 2014 to December 2015. Earlier, Katie Sullivan held the position of Marketing Communications Manager at Vertos Medical Inc., a medical device company, from August 2009 to January 2014. Additionally, Katie Sullivan contributed to the American Heart Association as the Business Development Director from June 2004 to August 2009 and began a career in marketing with the Boston Bruins as a Fan Relations Coordinator from June 2002 to June 2004. Katie Sullivan obtained a Bachelor of Arts in Communications and Business from Merrimack College.
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Canterbury Consulting
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com.