Sean P Mcdonald is a high-skilled professional, who works in Merrill Edge on the position of Life Services Relationship Consultant since 2017. This expert has earned professional experience in more than six positions at different companies. Sean P Mcdonald went to the The Johns Hopkins University and was studying there from 2011 to 2015. Baltimore, Maryland is the city, where the professional was known to settle. This person's email address and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Shaun Mcdonald,
Shawn Mcdonald,
Shane Mcdonald
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 7, 2022
Email
se**@troweprice.com, se**@gmail.com
Location
Baltimore, MD
Company
Workplace
Colleagues
Work History
Life Services Relationship Consultant
Help clients make informed decisions with inherited assets through a dedicated relationship Engage clients in goals-based financial conversations, provide education on inheriting assets, and...
Sep 2017 — May 2018
Financial Services Representative
100 east Pratt St, Baltimore, MD 21202
Provided high net worth clients ($250k +) with assistance in managing their accounts. Reviewed 401k salary deferrals and asset allocation to ensure clients were on track for reaching their r...
Jan 2016 — Jul 2017
Business Development
500 west University Pkwy SUITE 1M, Baltimore, MD 21210
Identify, research, and pursue new opportunities in education and other industries.
Build relationships with decision makers.
Write estimates and proposals.
Develop, implement, and evalu...
Jun 2015 — Nov 2015
Assistant Financial Analyst
307 International Cir SUITE 390, Hunt Valley, MD 21030
Built Annual and Semi-Annual Performance Reviews for over 100 clients.
Collected and analyzed financial information to assist with trading recommendations.
Created spreadsheets to track $...
Apr 2013 — Nov 2014
Managerial Assistant
Resolved issues with memberships and helped new members set them up.
Scheduled exercise classes and training sessions.
Organized and supervised staff, including drawing up staff rosters.
Jun 2012 — Sep 2012
Education
2011 — 2015
Occupations
Military
Captain
Counselor
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Services Professional
Advisor
Accounting Bookkeeper
Bookkeeper
Financial Services Sales Agent
Skills
Microsoft Excel
Powerpoint
Microsoft Word
Public Speaking
Research
Data Analysis
Presentations
Teaching