Tate Sullivan

Tate Sullivan

Analyst-Equity at Maxim Group LLC

Finance
Consumer Services
Commercial Services

Profile

Mr. Tate Sullivan, CFA MBA, is a Senior Industrials Analyst at Maxim Group LLC.
Prior to joining Maxim, Mr. Sullivan was a Senior Equity Analyst at Sidoti & Company, LLC covering industrials with energy and infrastructure exposure.
Before Sidoti, he covered Engineering & Construction companies at CLSA and was an Equity Research Associate in oilfield services.
He also has prior experience on the sell side with Lazard, J.P.
Morgan and Bear Stearns.
Before joining the sell side, he worked with energy companies at Duff & Phelps providing independent acquisition valuations, and Thomson Financial in investor relations consulting.
Mr. Sullivan earned his M.B.A.
in finance from Fordham University, and his B.A.
in journalism from the University of North Carolina at Chapel Hill.
He also holds the CFA designation.

Tate Sullivan active positions

CompaniesPositionStart
Analyst-Equity 2018-09-30
All active positions of Tate Sullivan

Former positions of Tate Sullivan

CompaniesPositionEnd
Analyst-Equity 2018-10-02
Analyst-Equity 2015-05-31
Analyst-Equity 2012-12-31
Analyst-Equity 2011-03-30
Analyst-Equity 2009-09-30
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Training of Tate Sullivan

The University of North Carolina at Charlotte Undergraduate Degree
Fordham University Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

12

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies10

Finance

Finance

Finance

Finance

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Commercial Services

Finance

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Finance

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