Sean is Managing Sales Director of the Western Region. In this role, Sean is responsible for creating new business opportunities for the firm's services. This includes creating new distribution channels through Plan Sponsors, Actuarial Firms, ERISA Law Firms, Advisory Firms and Insurance Firms. Sean will also serve as lead consultant for PRT analysis engagements and annuity placement transactions.
Sean has broad institutional retirement and investment experience with a demonstrated record of strategic business development. Sean has been in the financial services industry since 1991 and has been a speaker at industry events, including the national convention of ASPPA (American Society of Pension Professionals & Actuaries) regarding the topic of Pension Risk Transfer. Sean is married with three children and resides in Eagle, Idaho.
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