Daniel SullivanCLIENT SERVICE MANAGER
As a Client Service Manager in the United Capital Bethesda office, Daniel works closely with members of our fixed income department. His responsibilities include analyzing municipal and corporate bonds in partnership with our research team, preparing presentations for clients and prospective clients, as well as engaging with other United Capital offices to assist with onboarding new fixed income client accounts.
Daniel is a graduate of American University where he received a Bachelor of Science in Economics, with a minor in Finance. He began his career as a Financial Analyst for Leidos, managing the day-to-day financial operations for two large government contracts in the DC area. Daniel holds the Series 65 registration – Investment Advisor Representative License and is currently studying for the Chartered Financial Analyst (CFA) designation.
Daniel was born and raised in London, England and is a passionate Chelsea FC supporter. In his free time he enjoys spending time with friends and family, playing football (soccer), skiing and travelling.