Coleen Sullivan
Independent Contractor
  • Colts Neck,
  • New Jersey,
  • United States
Member Since: 2013/10/22
Industry: Consulting
Tech Certifications:

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Professional Background
Independent Contractor
Sullivan Associates
October 2002 – Present
• Develop business solutions for small business and non-profit groups.
• Conduct training for private individuals in basic computer applications and social media.
Independent Contractor: Sales and Training
Vericle, Inc
April 2005 – June 2010
• Provided potential clients with onsite and online sales presentations
• Managed technical teams in the development of online training modules.
Director: Private Client Division
CIBC World Markets / CIBC Oppenheimer
January 2000 – September 2002
Senior manager responsible for leading all management and special project reporting initiatives for the Private Client Division. Pioneered the formation of a reporting group and the development of a highly efficient and robust reporting system that revolutionized information gathering and report production. Primary business - IT liaison.
Vice President: National Sales / Director: Private Client Division
Oppenheimer & Co., Inc. / CIBC Oppenheimer
May 1994 – December 1999
Identified performance management criteria, product trend analysis and reporting requirements for specialized reports in collaboration with division executives.
• Key leader behind the development of the Private Client Division’s client-server reporting system.
• Defined and communicated business needs to IT professionals in developing data-warehouse functions for the Private Client Division.
• Procured accurate account, revenue and asset data information for corporate vetting and press releases during the sale of Oppenheimer to CIBC.
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Education
Seton Hall University
BA
Communications
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Full Biography

Dynamic, results-driven professional with proven success in the development of innovative data reporting systems and business solutions within financial services and entrepreneurial environments.

Regarded as an accomplished senior manager with a strong sense of professionalism and a demonstrated ability to establish solid working relationships with colleagues across business groups, as well as sound alliances with external colleagues and vendors.

Expertise in developing and re-engineering management reporting processes, with strong concentration in the automation of reporting and data analysis, team leadership and customer service.

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