Casey Sullivan, CIMA®

Casey Sullivan, CIMA®, has over 13 years of work experience in various roles and industries.

Starting in 2009, Casey interned at PUMA Group before moving on to work as a Sales Representative at Bloomberg in 2010, where they stayed until 2013.

In 2013, Casey joined SPDR Exchange Traded Funds (ETFs) as an Internal Sales Associate, a role they held until 2014.

Casey then transitioned to J.P. Morgan Asset Management in 2014, where they initially worked as an Internal Client Advisor until 2017. From 2017 to 2022, Casey served as a Vice President and ETF Client Advisor.

Most recently, Casey joined Engine No. 1 in 2022 as a Business Development Officer.

Casey Sullivan, CIMA®, completed their education in a chronological order. They attended Suffield Academy from 2002 to 2006 but did not obtain any degree or specify a field of study during that time. Following this, they attended Tufts University from 2006 to 2010, where they earned a Bachelor of Arts degree in International Relations and Spanish. Casey Sullivan's education background also includes additional certifications, such as the Certified Investment Management Analyst from the Investment Management Consultants Association and the Series 63 and Series 7 certifications from FINRA. The specific dates of when these certifications were obtained are not provided.