Daniel R. Sullivan, AIF®

Wealth Strategist

Dan joined HighMark after graduating from the University of St. Thomas, Opus College of Business with a concentration in Financial Management. He is an Accredited Investment Fiduciary [AIF®] dedicated to helping clients achieve their goals.

Dan cultivated a passion for finance while working as a Client Associate at Merrill Lynch and HighMark during college. He is currently enrolled at Boston University to further his education and is pursuing the CFP® certification.

Outside the office Dan enjoys golfing and spending time with friends and family. He is also an avid Minnesota sports fan.

Daniel R. Sullivan

Wealth Strategist

Dan joined HighMark after graduating from the University of St. Thomas, Opus College of Business with a concentration in Financial Management. He is an Accredited Investment Fiduciary [AIF®] dedicated to helping clients achieve their goals.

Dan cultivated a passion for finance while working as a Client Associate at Merrill Lynch and HighMark during college. He is currently enrolled at Boston University to further his education and is pursuing the CFP® certification.

Outside the office Dan enjoys golfing and spending time with friends and family. He is also an avid Minnesota sports fan.

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