Sean began his career in financial services in 2007 as an advisor with Ameriprise. After wholesaling at RS Investments for 4 years covering the Florida market, Sean joined LPL Business Development as Regional Director covering Metro NY and NJ in 2013. Sean worked with advisors throughout the recruiting process and helped educate them on affiliation methods, current offerings, product mapping and hosting home office visits in Boston. He won the Presidents Club award for top recruiters in 2014, 2015 and 2016.
Sean joined Bridgemark Strategies in 2017 working with advisors in a consultative role to help them navigate the complex world of Broker/Dealers, RIA’s and Custodians to find the right strategic partner. With nearly 100 firms evaluated and nearly 60 active selling agreements, Sean has the tools through Bridgemark to holistically consult with advisors on the various options and methods of affiliation available throughout the industry. Sean’s success is fueled by his ability to understand what is most important to an advisor prior to making any introductions. Sean has found that he can save an advisor an enormous amount of time and help them avoid making a mistake in the firm selection process .
Sean earned his BA in Business Management from Assumption College in Worcester, MA. He has lived in the Boston area most of his life and currently resides on the south shore with his wife Cassandra and their daughter Lilah. In his spare time, Sean enjoys traveling, going to the beach, the 4 major sports teams in Boston and spending time with family.