Profile
Mr. Daniel J.
Sullivan is an Investment Analyst at Schaper, Benz & Wise Investment Counsel, Inc. His primary role is to generate comprehensive fundamental research and analysis on current working list companies and potential new investment ideas.
He also leads the proxy voting responsibilities of the firm.
Prior to joining the firm in 2021, he worked for Monona Bank, a community bank in the Madison Area.
Additionally, he served in the United States Air Force from 2010 to 2016 as a Vehicle Mechanic at multiple locations, including South Dakota and Alaska.
He graduated summa cum laude from the University of Wisconsin – Whitewater with a BBA in Finance.
Daniel Sullivan active positions
| Companies | Position | Start |
|---|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance SBW manages equity, fixed income and money market strategies for their clients. The firm’s equity strategy invests in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. Their fixed income strategy is geared toward principal preservation, inflation protection, and predictable income generation. The money market strategy is designed to provide maximum safety and liquidity while realizing a competitive yield. | Analyst-Equity | 2020-12-31 |
Training of Daniel Sullivan
Experiences
Positions held
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 2 |
|---|---|
Schaper, Benz & Wise Investment Counsel, Inc.
Schaper, Benz & Wise Investment Counsel, Inc. Investment ManagersFinance SBW manages equity, fixed income and money market strategies for their clients. The firm’s equity strategy invests in high quality, consistent growth companies with the goal of achieving long-term principal and income growth. Their fixed income strategy is geared toward principal preservation, inflation protection, and predictable income generation. The money market strategy is designed to provide maximum safety and liquidity while realizing a competitive yield. | Finance |
University of Wisconsin-Whitewater
University of Wisconsin-Whitewater Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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