Executive Vice President,
Dan Sullivan joined Cambridge in 2006 and serves as a member of the Board of Directors and Executive Council. Sullivan has over 40 years of experience in the financial services industry, with an emphasis in marketing, practice management, succession and acquisition related solutions, as well as experience serving clients as a financial advisor. He is particularly focused on leading strategic initiatives that support Cambridge’s independent financial advisors and has been instrumental in providing guidance and oversight for many of Cambridge’s strategic offerings including WealthPort®, the Retirement Center, and the Insurance Center.
Sullivan also serves as a member of the board of directors for The Cambridge Foundation and played a large role in the development of the annual Jim Guy Memorial Scholarship program, an initiative to honor former Chief Marketing Officer Jim Guy by extending his legacy and supporting young individuals as they begin their career paths.