Partner, Director of Private Client Operations
BS in Finance, Butler University
- Merrill Lynch, Regional Client Associate
Sean is the Director of Private Client Operations. Sean is responsible for leading, managing, and coaching the Private Client Operations team, which focuses on continually improving the operational and administrative processes and systems for the private client service teams.
Sean joined RMB in 2008 and has served in several wealth management roles, including the role of integrations manager. When wealth advisory teams combine with RMB, he led the efforts to acclimate the new employees to RMB’s systems, culture, and processes, and to transition legacy clients to RMB’s service model, investment platform, and providers. Prior to this role, Sean worked on several system and process rollouts related to increasing efficiencies for the RMB wealth management teams and improving the overall client experience.
He holds a bachelor’s degree in finance from Butler University and volunteers with the Gay4Good organization that partners up with charities throughout Chicago.