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Sullivan Conway is our Financial Assistant currently working with George and Matt to maintain the high standards of client service in the always important Client First environment. He is specifically included in contributing to our website, social media presence, and client meeting documentation process improvements.
A Philadelphia transplant, Sullivan joined the team after graduation from Duquesne University with a degree in Finance. He continues to grow professionally with the passing of the Securities Industry Essentials (SIE), Life and Fixed Annuities, and Accident and Health exams (licenses Series 7 and Series 66).