Dietz & Lynch Capital

CONNECT

Address:

28 Green St.
Newbury, MA 01951

Phone:

978.225.8386

Fax/Other:

978.225.8398

Brian M. Sullivan, MS.

Brian M. Sullivan, MS.

LPL Investment Advisor Representative

Brian brings an extensive background in business management, financial services, information technology, e-commerce and construction to Dietz & Lynch Capital.

As the President of a technology centric construction company, Brian grew the firm into an industry leader specializing in information technology, physical security, wireless backbone and telecommunications solutions serving state and federal government agencies, cellular providers and a diverse range of commercial clients.

Serving as a cash management product manager with a top tier financial institution, Brian developed the bank's first comprehensive online banking system for enterprise commercial clients, with features that delivered a competitive advantage in the then-nascent online banking arena: information reporting; Automated Clearing House (ACH), wire transfer, bill pay and account transfers; and stop payment.

Working in e-commerce, Brian led the agile re-designed and rebranding of a company's $75 million SaaS e-commerce web site for 24 countries across North America, Europe and Asia, including a new content management strategy based on user profiles and purchase history.

He also founded a managerial consulting firm that served a variety of clients including IT managed service providers, wholesale distributors and medical startups.

He graduated Bentley University in 2000 with a BS in Economics and Finance and in 2001 with an MS in Marketing with High Distinction. He holds both Series 7 and 66 securities registrations through LPL Financial. His passion is working with non-profits focused on education and youth development.

He currently lives in Haverhill, MA with his wife Heidi.