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Jack Sullivan — Director of Wealth Advisory · Titan · New York, New York, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Leading the company's transition from a DIY brokerage app to an AI native advisory-first RIA, owning leadership roles go-to-market, strategy, product, and partnerships. Operate as the CEO and Founder's right hand and senior generalist: chief of staff on firm strategy and head of business development
Experience
Managing Director, GTM & ProductCurrent
Titan · New York, United States
Jul 2026 – Present
Leading the company's transition from a DIY brokerage app to an AI native advisory-first RIA, owning leadership roles across go-to-market, strategy, product, and partnerships. The result: a 70+ NPS product growing 10% week-over-week with 98% client retention. Operate as the CEO and Founder's right hand and senior generalist: chief of staff on firm strategy, product lead embedded with engineering, and head of business development.
Investment Associate
Fortis Lux Financial · Greater New York City Area
Aug 2018 – Mar 2022
Direct report to EVP and Head of Asset Management, Michael Luftman
Education
Skills
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