Amanda O’Sullivan

Sr. Client Service Specialist

Amanda O'Sullivan


Amanda began her financial services career in 1988, providing executive support to a Department Head and Managing Director at The First Boston Corporation. Following the merger to Credit Suisse First Boston, the Managing Director moved to Solomon Brothers and Amanda was offered and accepted a department management position. She has held several senior corporate and individual client and administrative managerial roles within Solomon Brothers, Solomon Smith Barney, Inc., Citigroup, and Traust Sollus Wealth Management bringing with her a wealth of knowledge in client and advisor services. Amanda has worked in many roles of the financial industry giving her a wide vision of the industry and client needs. She enjoys running and leading women’s conferences and groups, and traveling and spending time with her family.


67 Park Place East
Suite 700
Morristown, New Jersey 07960

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New York

767 Third Avenue
37th Floor
New York, New York 10017

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