Sean is a Client Service Specialist based in the San Rafael office.

He brings over four years of experience in wealth management, having previously held client service and operations positions at Bank of America / Merrill Lynch. Before entering the industry, Sean also spent a decade in various marketing and digital media roles.

Currently residing in Corte Madera, CA, Sean enjoys traveling, writing, and fitness.

Previous Experience

  • Registered Wealth Management Client Associate at Bank of America / Merrill Lynch
  • GWIM Senior Operations Representative at Bank of America / Merrill Lynch

Education & Credentials

  • College of Marin, Business Administration
  • Series 7 and 66 licenses