Mark Sullivan is a Director and Managing Director at Fidelity Investments, where they consult with business executives and investment advisors on business strategy, investments, and retirement education solutions, overseeing over $1.6 billion in Assets under Administration. They have held various roles, including Senior Managing Director and Team Lead at Fidelity Investments, and previously served as a Regional Account Manager at HP from 2010 to 2015. Mark earned a CFP® from Boston University between 2021 and 2023, and is currently pursuing a Bachelor of Business in Accounting at The University of New Mexico - Robert O. Anderson School of Management.
Location
Dallas, United States
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