Gregory Sullivan is a Vice President of Sales & Asset Management Operations who has been with Lenox Advisors since 2012. He is responsible for the overarching goal of developing our Relationship Managers of the future. His role serves to perpetuate the growth of Relationship Managers knowledge and sales directed towards risk management, wealth management financial plans and assets. Greg also manages a variety of Sales Management activities and initiatives with the goals of enhancing both production and recruiting.
Prior to his current role, Greg served as a Relationship Manager where he was responsible for working with both corporate and high net worth individual clients of the firm. With his individual clients, he specialized in comprehensive estate, insurance, asset allocation and wealth management strategies.
Greg spent over fifteen years in Operations at Fidelity Investments before joining the Lenox team. He graduated from Rutgers University in 1995 with a Bachelor of Economics. Greg holds a FINRA Series 6 and 63 Registration and is Life & Health licensed in NY, NJ, CT, and PA.
For Greg’s complete licensing information click here.