Liam Sullivan

Client Services Analyst at Evercore Trust Company

Liam Sullivan is a finance professional with extensive experience in client services, currently serving as a Client Services Analyst at Evercore Trust Company, N.A. since June 2023. Previously, Liam held the position of Client Service Associate at Morgan Stanley from February 2022 to June 2023 and at First Republic Bank from January 2020 to February 2022. Earlier roles include Client Associate positions at Merrill Lynch, where responsibilities included assisting client groups with calls, wire transfers, equity research, and preparing for client meetings, along with conducting data research and cold calling. Liam holds a Bachelor's degree in Finance from Sacred Heart University, attained in 2019.

Location

Tarrytown, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices