Sean D.

Compliance Principal at Money Concepts

Sean D. is a seasoned professional with extensive experience in the financial services industry. Currently serving as Compliance Principal at Money Concepts since July 2020, Sean previously worked at Ally in Trading & Client Services from January 2018 to July 2020, where responsibilities included executing advanced trades and managing corporate actions. Prior to that, Sean held the position of SEO Analyst at vzPro Consulting, Inc. from April 2016 to January 2018, focusing on data analysis and search engine optimization strategies. Sean also served as an Investment Counselor at David Lerner Associates, Inc. from August 2016 to February 2017, developing financial strategies for families and small businesses. Earlier experience includes functioning as a Municipal Bond Specialist at Fms Bonds Inc. from August 2011 to March 2016, where Sean analyzed and recommended municipal bonds to high net worth clients. Sean holds a Bachelor's degree in Graphic Design from Florida Atlantic University, earned between 2002 and 2006.

Links


Org chart

Sign up to view 0 direct reports

Get started