Chris Sullivan
Business Development Manager
(888) 236-7979 ext. 4306
chrissullivan@pwfinancial.com
As a Business Development Manager, Chris attracts investment professionals to Pacific West. He joined the firm in 2006 as a Product Specialist, helping to deepen product vendor relationships and further develop educational programs. Now concentrating in recruiting, Chris uses his background as an independent Financial Advisor, his knowledge as our former Product Specialist and his membership on our Business Development Team to help transition and develop advisors.
This experience has led to first hand knowledge of not only the Pacific West experience, but those as a producer at other broker-dealers. “No experience can replace that of going through a broker-dealer transition,” Chris says.
Prior to Pacific West, he worked for an investment practice that transitioned from mostly commission to fee-based business. Before becoming an advisor Chris worked in sales and marketing for a securities firm. Chris holds his Series 7, 66 and Life & Health licenses and is currently enrolled in the College for Financial Planning’s CFP program and holds a Business Administration Degree with an emphasis in Marketing from Eastern Washington University. A Spokane native, Chris lives in the Seattle area with his wife, Katie, and two children, Breanna and Carter. When not in the office Chris enjoys golfing and attending sporting events.