Industry Experience
Telecommunications
Investment Management
Venture Capital
Management Consulting
Summary
Sean has two decades of experience with multiple perspectives and network around the intersection of private equity, private wealth management, and technology entrepreneurship. He most recently managed investor relations and marketing activities in North America for Capital Dynamics, and currently serves as a consultant and placement agent for them in addition to a select few unaffiliated client projects in development. Sean’s career evolution was built upon a foundation in technology solution sales, independent consulting, entrepreneurial endeavors, and wealth management - where he served as a trusted advisor and relationship manager for family office and high net worth clients while at Atlantic Trust and Stein Roe Investment Counsel, respectively. He earned an MBA from Duke University’s Fuqua School of Business and a Bachelor’s degree in Business Administration from Southern Methodist University in Management Information Systems with an Honorary in Decision Sciences, and is a CERTIFIED FINANCIAL PLANNER TM professional.
Specialties
strategy, business development, private equity investments, wealth management, family office advisory services, fundraising and investor relations
Sean has two decades of experience with multiple perspectives and network around the intersection of private equity, private wealth management, and technology entrepreneurship. He most recently managed investor relations and marketing activities in North America for Capital Dynamics, and currently serves as a consultant and placement agent for them in addition to a select few unaffiliated client projects in development. Sean’s career evolution was built upon a foundation in technology solution sales, independent consulting, entrepreneurial endeavors, and wealth management - where he served as a trusted advisor and relationship manager for family office and high net worth clients while at Atlantic Trust and Stein Roe Investment Counsel, respectively. He earned an MBA from Duke University’s Fuqua School of Business and a Bachelor’s degree in Business Administration from Southern Methodist University in Management Information Systems with an Honorary in Decision Sciences, and is a CERTIFIED FINANCIAL PLANNER TM professional.
Specialties
strategy, business development, private equity investments, wealth management, family office advisory services, fundraising and investor relations
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Companies
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Founded by Tony Ulwick, Strategyn is an innovation corporate venturing firm with a solid 20-year track record. Our patented innovation process, Outco...
Started: About 2 years agoConsultant -
Started: About 4 years agoDirector / Consultant -
Atlantic Trust is a boutique wealth management firm focused exclusively on serving as a trusted advisor for a select group of affluent individuals, f...
Started: About 11 years ago Ended: About 7 years agoVice President, Relationship Manager Past Company -
AT&T is largest communications company in the United States and the world. They provide wireless service, high speed internet access, local and long ...
Started: About 21 years ago Ended: About 15 years agoGlobal Account Manager Past Company
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