Experienced Financial Services Professional and Insurance Producer
Michael Sullivan embarked on his distinguished financial services career in 1987, starting with regional investment banking firms and banks. He initially focused on roles in Fixed Income Sales, Corporate Finance, and Banking. Over the years, Michael has developed a robust portfolio of skills in sales and business development, excelling in securing equity sponsorship, debt financing for various projects, sourcing acquisition targets, and researching and analyzing alternative investment opportunities.
In his current role as an Independent Insurance Producer since 2021, Michael specializes in life insurance, annuities, income planning, and premium financing strategies for life insurance, tailoring financial solutions to meet the evolving needs of his clients.
Professional Journey:
- 2021-Present: Independent Insurance Producer
Focuses on life insurance, annuities, income planning, and premium finance. - 2019-2021: Safe Money Advisors, PLLC
Served as Vice President and Partner, handling life insurance, annuities, and premium finance. - 2015-2018: Apropos, LLC
Minority Partner in a marketing and branding platform catering to the cannabis industry. - 2011-2015: Rubicon Consulting, LLC
Managing Member focusing on financial services and business development. He was pivotal in developing and implementing a life insurance premium finance lending program, managing relationships with key stakeholders. - 2008-2014: Rock Companies
Managing Director, spearheading business development in structured credit, oil & gas, and banking sectors. - 2007-2008: Centennial Bank
Business Development Officer. - 2004-2006: BOSC, Inc., A Division of BOK Financial
Vice President in the Fixed Income Division, concentrating on corporate finance. - 2001-2004: Sterne Agee & Leach, Inc.
Vice President in the Fixed Income Division, handling both corporate finance and fixed income sales. - 2000-2001: Sullivan Capital, LLC
Managing Member with a focus on fixed income and long equities. - 1988-2000: Vining Sparks, IBG, IBSC
Vice President responsible for fixed income strategies. - 1987-1988: Crews & Associates
Registered Representative specializing in Fixed Income Sales.
Education:
Michael studied Finance & Banking at the University of Arkansas, Fayetteville, AR.
Licenses:
- Licensed Life Insurance Producer, NPN #: 10893917
- Securities: Series 7, 63 (inactive)
Michael’s extensive experience and proven track record in financial services and insurance production underscore his commitment to providing expert financial guidance and innovative solutions, ensuring his clients are well-prepared for their financial futures.
