Jean Sullivan

Jean Sullivan is an accomplished professional in the Wealth Management and Wealthtech sectors, currently serving as the Wealth Management Team Lead at Celent since September 2021. Prior experience includes serving as the Head of Research and Senior Consultant at Ezra Group, LLC, where strategic consulting for top technology firms and financial institutions was a focus. Jean also held the position of Managing Director at Dover Financial Research, leading the firm's research initiatives in the retail advisory industry, and contributed significantly at Cerulli Associates as Managing Director, overseeing domestic consulting and achieving record revenue growth. Educational qualifications include an MBA in Finance from Babson F.W. Olin Graduate School of Business and a BA in English Literature from Colby College.