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Sullivan & Schlieman Wealth Management LLC is the No. 1 LPL Financial firm in Georgia and among the top 1 percent in the nation.* The firm’s co-founders, Andrew Sullivan and Josh Schlieman, and their team have a combined 50 years of experience in the financial industry. Services include wealth management, estate and tax planning and risk management.
Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years. While at SunTrust, he was consistently recognized as a top bank representative in the United States by Bank Investment Marketing Magazine. He has been in the financial services industry since 1989.
Josh has been involved in financial planning and investment services his entire career. Before forming Sullivan & Schlieman, he was assistant vice president at SunTrust Investment Services, where he worked in partnership with Andrew, from 2003-2008.
Both co-founders pride themselves on constructing well-designed and efficient portfolios to address clients’ needs and reallocating those portfolios, as appropriate, due to significant changes in the market and/or changes to a client’s personal situation.
* Based on year-to-date revenue as of 6/30/11
Dale Sizemore has had a long career in high technology, selling and deploying “first to market†applications and projects. The common denominator has been “getting information from multiple places and in the form they need into the hands of people so they can make timely, important business decisionsâ€.
Dale discovered his 30+ years in high technology sales, marketing and executive leadership was about to open the door for a new chapter in his life!
After his last employer was acquired, Dale took the entrepreneurial route and had his “AHA†moment December 8, 2010 while reading an article about how challenging it was for communities to facilitate filming and TV production in their communities. After a deep dive into the issue, Dale said “I can fix this problem†and FLIPSFilm was born!
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Best in class companies outperform average companies by up to five times when they apply best practices in lead generation. In Dan’s book, “The Truth About Leadsâ€, he debunks traditional thinking andreveals truths that lead to additional, larger and more profitable wins.
Dan McDade founded PointClear in 1997 with the mission to be the first and best company providing outsourced prospect development services tocompanies with a complex sales process. Prospect development includes timely and effective response management, sales lead generation andqualification and opportunity nurturing.
Prior to starting PointClear, McDade served as president of UST, The Business Marketing Group, a fast growing high-tech business-to-business marketingservices firm.
The company grew over 500 percent during his tenure. McDade and his team provided consulting services to leading technology companiesincluding Sun Microsystems, Texas Instruments, Oracle, SAP, and many others. From 1989 to 1991, McDade was an independent consultant providing direct marketing, telemarketing, and new business development consulting services. Clients included Sears, Exxon, Rodale Press, R.J. Reynolds, and the Ritz Carlton. One of McDade’s earliest assignments was to write the business planthat helped the Ritz Carlton formalize its plan to win the Malcolm Baldridge Award.
McDade’s background also includes 10 years of experience in the direct mail catalog business. As Vice President of Marketing with Jackson & Perkins in Medford, OR., McDade ran what was at the time the 17th largest direct mail company in the country.
Dan is on the TAG Education Collaborative board of directors following two years as Chairman of the Board.
