William Sullivan
Managing Director
- Email:
- sullivanw@pfm.com
- Business Specialty:
- Asset Management
- Office:
-
Long Island
Airport Corporate Center
One Corporate Drive, Suite 101
Bohemia, NY 11716
Phone: 631-467-0200
Fax: 631-580-8802
In February 2004, William T. Sullivan, Jr. joined PFM Asset Management LLC as a Managing Director at the Long Island, New York office.
Prior to this time, 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.
These programs represented 3,000 public and private entities in 20 states with assets of over $7 billion under management or administration. For more than 30 years Mr. Sullivan has been involved in the area of cash flow management and the investment of both operating and surplus funds.
Mr. Sullivan 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.
Mr. Sullivan attended Queens College , New York and holds a Series 6, 26,63, and 65 designation from the NASD.