CS

Cfp® Ryan Sullivan

Financial Planning Associate at Potomac Financial Private Client Group

Ryan Sullivan, CFP®, ChFC®, RCC™, serves as Vice President and Managing Director of Applied Insights at Hartford Funds since 2018, specializing in financial and longevity planning through insights from the MIT AgeLab. Previously, Ryan held the position of VP, Head of Investor Education at MoneyGuidePro, where an innovative client-initiated financial planning tool was launched, earning industry accolades. As the owner of Train 46 Communications, Ryan provided communication expertise to a diverse clientele, enhancing their impact and effectiveness. Earlier experience includes serving as Vice President of Advanced Markets at The Hartford, where Ryan led a team to support annuities and investment sales through educational content. Ryan holds a BS in Business Administration from Bucknell University and has studied at the Institute for European Studies.

Links

Previous companies

UBS logo

Org chart