Dan Sullivan joined Cambridge in 2006 and has over 40 years of experience in the financial services industry, with an emphasis in marketing, practice management, succession and acquisition-related solutions, as well as experience serving clients as a financial professional. He is particularly focused on leading strategic initiatives that support Cambridge’s independent financial professionals and has been instrumental in providing guidance and oversight for many of Cambridge’s strategic offerings. Sullivan also played a large role in the development of the annual Jim Guy Memorial Scholarship program and serves as a member of the board of directors for The Cambridge Foundation.