Holland Sullivan

Current

• Vice President, Business Development at Cornerstone Global Commodities

Past

• Financial Advisor at Merrill Lynch
• Clerkships at Baylor Law School
• Summer intern at Merrill Lynch

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Education

• Baylor University School of Law
• Yale University
• Highland Park High School

• St. Mark's School of Texas

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1 more...

Recommended

3 people have recommended Holland

Connections

500+ connections

Industry

Financial Services

Holland Sullivan’s Summary

Extroverted challenge-seeker with a hybrid of strong quantitative training and successful business development track record. Cross-functional knowledge of varied fields including trading, energy, law (licensed attorney), investigative due diligence, and portfolio management. Recognized leader with history of reenergizing and/or founding member-driven organizations.

Holland Sullivan’s Specialties:

•Licenses: Series 7, Series 66, Insurance (Texas), State Securities (14 states including New York, Connecticut, & New Jersey), Texas State Bar, Level I candidate in the CFA Program
•Business Management Tools: Contact Relationship Management software (ACT!, SalesForce, Microsoft BCM), Bloomberg, Office (Word, Excel, Power Point, FrontPage)
•Languages: Spanish (conversational), Mandarin (beginner)
•Strong quantitative skills (perfect SAT II Math score; college-level Calculus training)

Holland Sullivan’s Experience

• Vice President, Business Development

  Cornerstone Global Commodities

  (Financial Services industry)

  April 2009 — Present (8 months)

  • Prospecting for and acquiring institutional trading clients for global energy derivatives brokerage firm
  • Sourced multiple key institutional relationships, resulting in revenue generation
  • Developing internal sales strategy plans, all global marketing materials, and website content
  • Created and implemented proprietary contact relationship management database
  • Developing a trader’s knowledge of energy derivatives industry, including crude oil, natural gas, power, and related options, as well as broker’s tools (e.g., Etrali open-line phone system)

• Financial Advisor

  Merrill Lynch

  (Public Company; BAC; Financial Services industry)

  December 2004 — April 2009 (4 years 5 months)

  Portfolio Management
  • Co-managed $70 million in portfolios of equities, fixed income, and other securities
  • Prospected for, established, and maintained relationships with high net worth clients nationwide
  • Conducted operational due diligence evaluations of targeted national fund managers
  
  Business Development
  • Generated $15 million in new accounts within 24 months
  • Ranked in top 10% of new hires
  • Created cross-referral networks among external estate planning professionals (e.g., CPA’s, attorneys)
  • Closed multi-million dollar prospects and generated client revenues
  • Over 250 hours of Merrill Lynch professional sales training
  
  Marketing
  • Tailored and delivered investment advisory presentations to prospective client audiences totaling 100+ participants
  • Led educational seminars to external audiences related to financial planning
  • Developed pitch books for use in closing sales

• Clerkships

  Baylor Law School

  (Research industry)

  January 2002 — August 2004 (2 years 8 months)

  • Law clerk, Professor David Guinn (spring 2003)
  • Law clerk, Professor Gerald Powell (spring, 2004)
  • Clerk, Judge Bonnie Sudderth (summer 2003)
  • Clerk, multiple Administrative Law Judges, State Office of Administrative Hearings (spring, 2004)
  • Intern, McLennan County District Attorney's Office (spring, 2004)

• Summer intern

  Merrill Lynch

  (Public Company; MER; Financial Services industry)

  May 1999 — August 1999 (4 months)

  Worked with experienced Wealth Management Advisor on all aspects of prospecting for, establishing, maintaining relationships with high net worth clients.

Holland Sullivan’s Education

• Baylor University School of Law

  JD , general civil litigation, business transactions, business litigation,administrative law,criminal law , 2001 — 2004

  Activities and Societies:

  ___
  • Published author, The Grizzle Bear: Lingering Exculpatory Clause Problems Posed by Texas Commerce Bank, N.A. v. Grizzle, 56 Baylor L. Rev. 253 (2004)
  • Technology Editor, Baylor Law Review
  • President, Student Bar Association
  • Completed Practice Court, an extensive practical litigation training program covering trial skills from discovery to cross examination to closing arguments and procedural gamesmanship

• Yale University

  BA , economics, political science , 1997 — 2001

  Activities and Societies:

  ___
  • Directed Studies (honors program in the Humanities)
  • President, Yale Political Union

• Highland Park High School

• St. Mark's School of Texas

Additional Information

Holland Sullivan’s Interests:

traveling, reading about national security, learning foreign languages, politics, community service

Holland Sullivan’s Groups:

Dallas Association of Young Lawyers,Yale Club of Dallas, Ivy League Club of Dallas, Dallas Bar Association, Yale Political Union Alumni Board

•    Merrill Lynch Alumni
•    CFA Institute Candidates
•    Merrill Lynch Employees and Alumni
•    Yale University Alumni
•    Association of Yale Alumni
•    Texas Lawyers
•    Dallas Association of Young Lawyers (DAYL)
•    Independent Petroleum Association of America
•    ABA Young Lawyers Division
•    Young Professionals of Greater Dallas
•    Plano Senior High School Alumni
•    Highland Park High School Alumni Association, Dallas, TX
•    Ivy League Alumni
•    Saint Marks School of Texas Alumni
•    Baylor Law School Alumni
•    Bank of America Employees & Alumni Network
•    Dallas Area Baylor Law Network
•    Yale Club of New York City
•    Ivy League Alumni in North Texas
•    Yale Alumni in Texas
•    Ivy League Alumni in Texas
•    Yale Alumni in North Texas
•    Ivy Referral Network (IRN)
•    Leadership University Park Alumni
•    DAYL Leadership Class Alumni
•    Dallas Bar Association (DBA)
•    Ivy Plus Alumni
•    Yale Referral Network (YRN)
•    IRN-International

Holland Sullivan’s Honors:

• Secretary, Dallas Association of Young Lawyers (2,500 dues-paying members); elected to serve as the first non-practicing attorney in the Officer leadership track
• President, Yale Club of Dallas (1,500 alumni), launched acquisition negotiations for new headquarters
• Founder, Ivy League Club of Dallas (oversee a network 12,000 Ivy League alumni)
• Committee Co-Chair, Dallas Bar Association; published several features in Bar Association newspaper
• Co-Founder, Yale Political Union Alumni Board (oversee network of over 4,000 alumni)

Holland Sullivan’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch