William Sullivan

Managing Director
PFM Asset Management LLC
Contact

4250 Veterans Memorial Highway
Suite 3150 West
Holbrook, NY 11741

sullivanw@pfm.com
631.542.5310 office

Specialties
Specialized Services, Asset Management

State & Local Governments

Education
Queens College

Professional Designations or Licenses
FINRA Series 6, 26, 40 and 63 Licenses

Started with PFM: 2004

Started in the Field: 1974

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In February 2004, William Sullivan, Jr. joined PFM as a managing director at the Long Island office. Bill is a relationship manager for PFM-administered investment pools located in Missouri and Nebraska and is responsible for the development and implementation of the PFM Procurement Card program on a national basis.

Prior to this, Bill was chairman and CEO of Cadre Financial Services, Inc., and its registered brokerage affiliate, Cadre Securities, Inc. His primary responsibility was the development, marketing and overall administration of liquid asset programs for school districts, municipalities, hospitals, health care providers and Taft Hartley Health & Welfare Benefit Trusts, throughout the United States.

Bill is a nationwide speaker on the U.S. Banking system and cash management technologies. Prior to establishing Cadre in 1982, Bill was responsible for E.F. Hutton’s banking relations and cash flow management in excess of $2 billion per day. He has served as consultant to the investment committee of the State of West Virginia, the Arizona State Retirement System, the Arkansas Legislative Auditors, Alitalia Airlines North America and National Securities Clearing Corporation.

 
Contact

4250 Veterans Memorial Highway
Suite 3150 West
Holbrook, NY 11741

sullivanw@pfm.com
631.542.5310 office

Specialties
Specialized Services, Asset Management

State & Local Governments

Education
Queens College

Professional Designations or Licenses
FINRA Series 6, 26, 40 and 63 Licenses

Started with PFM: 2004

Started in the Field: 1974

Print/Save as PDF

Download Vcard

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