John W. Sullivan

John W. Sullivan, CFA has extensive work experience in various roles within the finance industry. John W. began their career as an Investment Analyst at Cambridge Associates, LLC, where they provided analysis and research on various investment instruments. John W. then worked as a Research Associate in Equity Research at Bank of America, assisting a senior analyst in the Paper and Packaging industry.

Afterward, Sullivan joined The Gladstone Companies as a Senior Associate, where they closed multiple private equity and debt transactions. John W. then joined Patriarch Partners, LLC as a Credit and Turnaround Professional, advising and interacting with C-level management in overseeing portfolio companies. During their time there, they worked on debt financings, joint ventures, and add-on acquisitions.

Sullivan's next role was at GE Capital - Equity, where they served as a Vice President. Here, they managed and drove deal origination, evaluation, and execution for GE Capital's private equity fund. John W. oversaw the transaction due diligence process and served as a portfolio manager and board participant.

Most recently, Sullivan has been working at Founders Advisors, where they started as a Vice President and later became a Director. Currently, they hold the position of Managing Director. Founders Advisors is a merger, acquisition, and strategic advisory firm that serves middle-market companies across various industries. Sullivan's responsibilities include utilizing their expertise and process-based solutions to provide strategic advice to clients.

John W. Sullivan, CFA received their Bachelor of Science with Special Attainments degree in Commerce and Business Administration Major from Washington and Lee University between 1996 and 2000. Prior to that, they attended Saint Paul's School from 1992 to 1996, although the specific degree and field of study are not mentioned. In addition, John holds the Chartered Financial Analyst (CFA) certification, although details regarding the institution and year of obtaining the certification are not provided.