Joseph Sullivan

Joseph Sullivan has over two decades of experience in the financial services industry, primarily at Fidelity Investments, where roles have included Vice President of Strategic Business Initiatives and Client Solutions Director, with responsibilities for product deployment and communications in the Retirement Income Product Area. Notable achievements include leading an agile team to develop innovative digital planning experiences, overseeing operations for a digital advice startup, and executing business strategies related to new product launches and process improvements. Prior to Fidelity Investments, Joseph held the position of Assistant Vice President at Merrill Lynch and served in various roles at Fidelity Investments, including Registered Representative and Client Manager. Academic credentials include an MBA from Boston University and a BS in Finance from Bentley University, supplemented by professional development through Harvard's Division of Continuing Education.