Experienced Financial Services Professional and Insurance Producer
Michael Sullivan embarked on his distinguished financial services career in 1987, starting with regional investment banking firms and banks. He initially focused on roles in Fixed Income Sales, Corporate Finance, and Banking. Over the years, Michael has developed a robust portfolio of skills in sales and business development, excelling in securing equity sponsorship, debt financing for various projects, sourcing acquisition targets, and researching and analyzing alternative investment opportunities.
In his current role as an Independent Insurance Producer since 2021, Michael specializes in life insurance, annuities, income planning, and premium financing strategies for life insurance, tailoring financial solutions to meet the evolving needs of his clients.
Professional Journey:
- 2021-Present: Independent Insurance ProducerFocuses on life insurance, annuities, income planning, and premium finance.
- 2019-2021: Safe Money Advisors, PLLCServed as Vice President and Partner, handling life insurance, annuities, and premium finance.
- 2015-2018:Apropos, LLC Minority Partner in a marketing and branding platform catering to the …