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 66 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
