Career history of Joel Eugene Sullivan
Former positions of Joel Eugene Sullivan
| Companies | Position | Start | End |
|---|---|---|---|
Buena Vista Investment Management LLC
 Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Compliance Officer | 2003-03-31 | 2019-03-31 |
| Portfolio Manager-Equities | 2003-03-31 | 2019-03-31 | |
| Portfolio Manager-Fixed Income | 2003-03-31 | 2019-03-31 | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 2003-03-30 | 2003-03-30 |
Training of Joel Eugene Sullivan
| St. John's University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Compliance Officer | 1 |
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
| American Express Financial Advisors, Inc. |
- Stock Market
- Insiders
- Joel Eugene Sullivan
- Experience
