Julie Ann Sullivan
President at Strategic Blueprint LLC
Profile
Ms. Julie A.
Sullivan is a President at Strategic Blueprint LLC.
Prior to FISCO, Ms. Sullivan served as Chief Compliance Officer for Old Mutual Financial Network Securities, Inc., Atlanta and Compliance Officer for OM Financial Life Insurance Company of Baltimore.
Previously, she served as Chief Supervisory Officer of World Group Securities, Inc., and, Chief Compliance Officer the Investors Financial Group, Inc. affiliated broker/dealers and investment adviser.
Additionally, as a Compliance Consultant she has provided services to independent broker/dealers and investment advisers.
Ms. Sullivan earned a Bachelor of Arts in Psychology from Transylvania University and undertook graduate studies in developmental psychology at Emory University.
She has FINRA exams 7, 24, and 66
Julie Ann Sullivan active positions
| Companies | Position | Start |
|---|---|---|
Strategic Blueprint LLC
 Strategic Blueprint LLC Investment ManagersFinance Strategic Blueprint LLC is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2016 and is a wholly-owned subsidiary of SFA Holdings, Inc. Strategic Blueprint provides investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | President | - |
Former positions of Julie Ann Sullivan
| Companies | Position | End |
|---|---|---|
Investors Financial Group, Inc.
 Investors Financial Group, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Investors Financial Group, Inc. is a company that provides securities brokerage/dealership services. The company is based in Atlanta, GA. Investors Financial Group was acquired by ING North America on October 21, 1998. | Corporate Officer/Principal | - |
Fisco Investment Management LP
 Fisco Investment Management LP Investment ManagersFinance Founded in 2002, Fisco Investment Management LP is a hedge fund manager located in Atlanta, Georgia. | Corporate Officer/Principal | - |
Training of Julie Ann Sullivan
| Transylvania University | Undergraduate Degree |
| Emory University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Fisco Investment Management LP
Fisco Investment Management LP Investment ManagersFinance Founded in 2002, Fisco Investment Management LP is a hedge fund manager located in Atlanta, Georgia. | Finance |
Investors Financial Group, Inc.
Investors Financial Group, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Investors Financial Group, Inc. is a company that provides securities brokerage/dealership services. The company is based in Atlanta, GA. Investors Financial Group was acquired by ING North America on October 21, 1998. | Finance |
Strategic Blueprint LLC
Strategic Blueprint LLC Investment ManagersFinance Strategic Blueprint LLC is a registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2016 and is a wholly-owned subsidiary of SFA Holdings, Inc. Strategic Blueprint provides investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
- Stock Market
- Insiders
- Julie Ann Sullivan
