Mike Sullivan

Mike Sullivan, CPFA®, NQPA®, has extensive experience in the retirement sales industry. Mike currently serves as the Regional Vice President of Retirement Sales for Vestwell, covering the Illinois, Indiana, and Wisconsin regions since November 2023. Prior to this, they were the Sales Director for BMR Retirement Group, LLC powered by Concurrent from April 2023 to November 2023.

From January 2022 to May 2023, Mike worked as an Investment Executive at Raymond James, offering securities and investment advisory services. Mike was responsible for overseeing regional sales and serving as the Senior Vice President and Regional Sales Director for USI Consulting Group from December 2017 to January 2022.

Mike also held senior leadership positions in sales and marketing at Pension and Retirement Services, Inc from March 2017 to December 2017, and at OneAmerica from November 2014 to March 2017. Prior to that, they served as Vice President and Regional Sales Director at Prudential Financial from September 2012 to October 2014, and as Managing Director of Retirement Sales - Midwest at MassMutual Financial Group from July 2007 to September 2012.

Mike Sullivan, CPFA®, NQPA®, holds a Bachelor of Science degree in Economics from Northern Illinois University, which they obtained between the years 1984 and 1988. Additionally, they have completed a certification program in Certified Health Savings Advisor from AccessPoint HSA.