Sean rejoined Cape Cod 5 in 2016 and offers a background of more than 30 years in the financial services industry, including extensive experience in wealth management. His professional credentials include 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 has the professional designations of Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA).
A longtime resident of North Eastham, Sean 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 •|