Tom O'Sullivan to Join Mariner Platform Solutions as Managing Director

By CIOReview | Monday, October 25, 2021

Tom O'Sullivan will help Mariner Wealth Advisors develop relationships with advisers and assist them with the platform’s onboarding process.

FREMONT, CA: “I’m thrilled to join Mariner Wealth Advisors and contribute to the efforts of the Mariner Platform Solutions team,” states Tom O’Sullivan. “Throughout my career I’ve had an affinity for helping financial advisors reach their full potential, and I’m looking forward to taking this passion to the next level by helping them provide an exceptional client experience and grow their business with Mariner Platform Solutions.” Mariner Wealth Advisors welcomes O'Sullivan as Managing Director of Corporate Development for Mariner Platform Solutions. As a member of the Mariner Platform Solutions team, O'Sullivan is in charge of developing relationships with advisers on the platform and assisting them with the onboarding process.

O'Sullivan's inclusion to the team marks the platform's expansion since its introduction last spring, especially in light of Mariner Wealth Advisors' recent acquisition of wealth advising firm AdvicePeriod. Mariner Platform Solutions now has increased capabilities for advisors, including proposal production, client service support, tech-enabled support, and a financial planning team, thanks to this purchase.

Mariner Platform Solutions provides new technology, business infrastructure, investment alternatives, and engagement with tenured teams to independent companies and advisers while allowing them to retain control. Advisors can focus on their clients instead of back-office chores like compliance, operations, IT, and marketing by working with Mariner Platform Solutions. Advisors also have access to skilled specialists who can assist them run, grow, and expand their firm in areas such as investment management, tax strategies and preparation, trust services, insurance solutions, and practice management.

“We couldn’t be more excited to work with such a well-versed, incredible mind like Tom’s,” said Leitner. “His prior experiences make him the perfect fit to prioritize and build relationships with advisors who want to grow their business and set themselves apart from other firms, with the ultimate goal of continuing their growth and evolution with Mariner Platform Solutions.”