Oak Ridge Financial Services
Joe Sullivan came to Oak Ridge in February of 2018.
Mr. Sullivan is a financial executive with over 25 years of research and investment banking experience. His areas of coverage and prior financial transactions have encompassed a broad range of industries, with the primary focus on emerging growth companies.
Prior to joining Oak Ridge Financial, he led the Corporate Finance and Investment Banking team at Dougherty & Company. Mr. Sullivan also worked for several years as a Research Analyst at Craig-Hallum, Dougherty & Company and Feltl & Company.
Mr. Sullivan received a Bachelor of Arts degree in Economics and Finance from St. John's University and holds the designation of Chartered Financial Analyst.
Oak Ridge Financial Services
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Oak Ridge Financial is positioned solidly between small and large firms and serves clients with the best traits of both.