William T. Sullivan
Profile
Prior to joining PFM in February 2004, Mr. Sullivan 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.
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, he was responsible for E.F.Hutton's banking relations and cash flow management in excess of Dollar 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 and National Securities Clearing Corporation.
Mr. Sullivan attended Queens College, New York and holds a Series 6, 26, 40, 63, and 65 designation from the NASD.
Former positions of William T. Sullivan
| Companies | Position | End |
|---|---|---|
National Securities Clearing Corp.
 National Securities Clearing Corp. Investment ManagersFinance National Securities Clearing Corp. provides clearance, settlement and information services. The firm provides its services for broker-to-broker equity, corporate & municipal bond, exchange-traded funds, and unit investment trust. It also provides money settlement for mutual funds and insurance, annuity transactions, linking funds. The company was founded in 1976 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Arizona State Retirement System
 Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Corporate Officer/Principal | - |
| E. F. Hutton & Co. | Corporate Officer/Principal | - |
Cadre Financial Services, Inc.
 Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Chairman | - |
Training of William T. Sullivan
| University of Cambridge | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 4 |
|---|---|
Cadre Financial Services, Inc.
Cadre Financial Services, Inc. Regional BanksFinance Part of U.S. Bancorp, Cadre Financial Services, Inc. is a company that provides cash management services to local school districts and operates as a broker dealer. The company is based in Lake Ronkonkoma, NY. Cadre Financial Services was acquired by PFM Asset Management LLC, a subsidiary of U.S. Bancorp from Ambac Financial Group, Inc. on March 31, 2004. | Finance |
Arizona State Retirement System
Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Finance |
| E. F. Hutton & Co. | Finance |
National Securities Clearing Corp.
National Securities Clearing Corp. Investment ManagersFinance National Securities Clearing Corp. provides clearance, settlement and information services. The firm provides its services for broker-to-broker equity, corporate & municipal bond, exchange-traded funds, and unit investment trust. It also provides money settlement for mutual funds and insurance, annuity transactions, linking funds. The company was founded in 1976 and is headquartered in New York, NY. | Finance |
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