Sean has worked in the financial services industry for more than 30 years and brings extensive wealth management experience to his role with the Bank. His professional background includes 22 years in management and customer facing positions with a well-known multi-faceted Boston-based investment management firm, where he received numerous awards. Prior to his time with the Boston-based firm, he worked for Cape Cod 5 as an Investment Services Officer.
Sean earned a Bachelor of Arts Degree from Iona University and a Master’s Degree from Brooklyn College, City University of New York. He holds the following professional designations: CFP® (Certified Financial Planner™), CIMC (Certified Investment Management Consultant), CIMA® (Certified Investment Management Analyst®), as well as Series 6, 7, 24, and 63 licenses.
Sean, who is a longtime resident of North Eastham, is a supporter of the Jimmy Fund and is a Pan-Mass Challenge participant.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|