Amy Sullivan

Amy Sullivan

Retirement Consultant

Bio

Amy manages institutional client relationships and is focused on participant research and special projects. Specifically, Amy works on analyzing participant behavior, including investments and savings behavior; compiling information on retirement and investment industry trends and evaluating findings relative to client‐specific data and analyzing and interpreting industry and client‐specific data; and developing recommendations based on findings.

Amy graduated from Miami University with a Bachelor of Science in Finance.

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