CFA Society Cleveland Series: Essential Skills to Boost Your Career, Session II, Virtual Talk, Mastering LinkedIn: Best Practices with Ryan Sullivan, Hartford Funds
CFA Society Cleveland Series: Essential Skills to Boost Your Career: Mastering LinkedIn
Sponsored by Harford Funds Systematic Strategies
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Ryan Sullivan, CFP®, CRPC®, RCC™
Vice President and Managing Director
Applied Insights
Ryan Sullivan is a vice president and managing director of applied insights for Hartford Funds, He leads communication workshops around the country and speaks on a variety of financial and practice management topics, with a focus on retirement research from the MIT AgeLab. To date, Ryan has provided insights to audiences in 46 states and Puerto Rico, as well as led over a thousand webinars.
Ryan originally joined Hartford Funds in 1996, holding various roles of increasing responsibility. He left the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, Ryan founded a business to coach professionals on public speaking and impactful communication. He was later hired by his largest client, financial-planning software company Envestnet MoneyGuide, where he was vice president and head of investor education.
In addition to his role at Hartford Funds, Ryan volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for Leadership and Community Engagement. He also volunteers to help empower athletes withbdisabilities, people experiencing homelessness, and those living with Alzheimer’s and dementia. Ryan serves on Hartford Funds’ Diversity, Equity and Inclusion advisory council.
Ryan is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor (CMFC®) designations. He’s a Fellow of LOMA’s® Life Management Institute and is also a Registered Corporate Coach (RCC™).
Originally from Hartford, Connecticut, Ryan attended Bucknell University, where he earned a bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie.
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