Amy Sullivan

Amy Sullivan is an Associate Vice President, Retirement Plan Consulting based in Oakbrook Terrace, Illinois. Amy manages institutional client relationships and is focused on participant research and special projects. Specifically, Amy works on analyzing participant behavior, including investments and savings behavior; compiling information on retirement and investment industry trends and evaluating findings relative to client‐specific data; and developing recommendations based on findings.

Previously, Amy was a Retirement Consultant at CAP STRAT. She graduated from Miami University with a bachelor’s degree in finance.