Sean L Mansell

age ~46

from Zionsville, IN

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Also known as:

Sean Lowrie Mansell
David Mansell
Scott Mansell
John Mansell

Phone and address:: 6266 Lancaster Pl, Zionsville, IN 46077

Connected to:

Resumes

Branch Operations Manager

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Location:

Indianapolis, IN

Industry:

Financial Services

Work:

CenterPoint Wealth Management, LLC since Nov 2009
Financial Advisor
Evanston Advisors Sep 2006 - Feb 2010
Portfolio Manager, Partner
Evanston Advisors Sep 2001 - Sep 2006
Financial Planner/Associate Investment Manager
Griffin, Kubik, Stephens & Thompson, LLC May 2000 - Aug 2000
Municipal Credit Analyst Intern

Education:

Taylor University 1997 - 2001
BS, Business Administration, Computer SystemsConcentration in Finance. Minor in Economics.

Skills:

Investments
Portfolio Management
Wealth Management
Equities
Financial Planning
Family Office
Fixed Income Portfolio Management
Alternative Investments
Personal Tax Planning
Estate Tax Planning
Project Management
Finance
Financial Modeling
Accounting
Strategic Planning
Operations Management
Hiring
Investment Management
Fixed Income
Asset Management
Financial Analysis
Asset Allocation
Leadership
Management

Certifications:

Certified Financial Planner™, Cfp®
•Chartered Financial Analyst®, Cfa®