Loretta K. Sullivan

Role at Appleton
Loretta is a Fixed Income Operations Analyst at Appleton Partners. She is responsible for the smooth processing and settlement of daily trades executed by the Fixed Income trading desk.

Professional Experience
Prior to joining Appleton in 2015, Loretta held positions in both Asset Servicing and Wealth Management with BNY Mellon. She previously spent two years working in minor league baseball before entering the world of finance. Loretta also earned the CFA Institute Investments Foundations™ Certificate.

B.S., University of Massachusetts – Amherst

Personal Notes
Loretta lives in Boston and spends her free time playing soccer, travelling, and with her family.