Women Leading The Finance Industry: “Encourage middle and high schools to incorporate personal financial basics into their courses” With Jamie L. Sullivan of tru Independence.
I had the pleasure of interviewing Jamie L. Sullivan, CPA, CFP® Chief Financial Officer at tru Independence, where she supports the organization’s mission of empowering investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms — while maintaining 100% ownership stake of their new entity. Jamie has considerable years of finance and accounting experience and enjoys sharing her strategic insights, financial management wisdom, and leadership skills with tru Independence and its independent financial advising clients. She started her career as an auditor with PricewaterhouseCoopers, where she primarily worked within the investment management sector. She then worked as a financial advisor and CFO for a boutique independent advisor firm before transitioning into the niche market of providing middle- and back-office services to independent financial advising firms. In this role, she harnesses her expertise to provide value and guidance to a larger audience of financial advisors, executives, and business owners.