top of page

Oak Ridge Financial

Joe Sullivan CFA smiling in a business suit.

Joe Sullivan, CFA®

Managing Director

Joe Sullivan came to Oak Ridge in February of 2018.

Mr. Sullivan is a financial executive with over 25 years of research and investment banking experience. His areas of coverage and prior financial transactions have encompassed a broad range of industries, with the primary focus on emerging growth companies.

Prior to joining Oak Ridge Financial, he led the Corporate Finance and Investment Banking team at Dougherty & Company. Mr. Sullivan also worked for several years as a Research Analyst at Craig-Hallum, Dougherty & Company and Feltl & Company.

Mr. Sullivan received a Bachelor of Arts degree in Economics and Finance from St. John's University and holds the designation of Chartered Financial Analyst.

Phone

(763) 923-2225

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck