Patrick R. Sullivan

Business Strategy Manager at Private Advisor Group

Patrick joined Private Advisor Group in 2021 as a Business Strategy Manager on the advisor growth team. In his role, Patrick leverages data intelligence and business insights to drive strategy and advisor growth opportunities.

Prior to joining Private Advisor Group, Patrick was in the UBS Graduate Talent Program focused on compliance and operational risk, covering various investment bank business segments. He later joined Global Banking’s Data Lab as a data scientist and project manager for UBS-GUARD, a predictive analytics algorithm that quantifies the probability of a company being targeted by activist investors.

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Morristown, United States

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Private Advisor Group

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Private Advisor Group is today’s independent advisor solution built to support successful independent financial advisors, allowing them to stay focused on their business


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51-200

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