Sean began his financial consulting career at Ernst & Young (EY), one of the “Big Four” accounting firms. Based in EY’s Times Square office in New York City, he worked as a Senior Business Consultant, conducting risk assessments for a diverse range of institutional clients — from technology startups to global investment banks.
This experience in the financial services industry inspired him to join Blue Line Wealth Management in 2020, where he could provide personalized, ongoing guidance to help individual clients puruse their long-term wealth goals and objectives.
Since joining Blue Line, Sean has advised a wide range of clients, including law enforcement officers, municipal employees, educators, and firefighters. He has also led the team’s efforts to educate first-time investors on the powerful benefits of compound interest and the importance of developing a strong financial strategy early in their careers.
Sean holds the Series 7, 63, and 66 registrations through LPL Financial, as well as Life, Accident, and Health Insurance licenses. He earned his B.S. from the Rensselaer Polytechnic Institute (RPI) Lally School of Management.