Sean McManus
Brielle
Summary
Dynamic financial professional with experience at Bankers Life Securities, adept at crafting tailored investment strategies and enhancing client relationships. Proven expertise in compliance auditing and advanced Excel modeling, driving operational efficiency. Recognized for delivering impactful financial solutions that align with client goals and regulatory standards.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Advisor
Bankers Life Securities
Bridgewater
06.2024 - Current
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Identified client needs and provided tailored solutions.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Auditor
Anchin Block and Anchin
New York City
01.2024 - 06.2024
- Posted financial data in Excel spreadsheets and managed inventory.
- Reviewed client documentation including contracts, invoices, bank statements.
- Performed audits of operational and financial areas to check compliance.
Transfer Pricing Intern
BDO
New York City
06.2022 - 01.2023
- Worked on countless documentation reports for a variety of companies ranging from one hundred employees to thousands
- Perfected my excel skills working on large models that were pertinent for the entire companies’ proficiency
- Gained experience in a true corporate environment where my accounting skills were tested in every facete
Education
Bachelor of Science - Accounting and Finance
University of Delaware
Newark, DE12-2023
Skills
- Financial planning
- Presentation skills
- Compliance auditing
- Client documentation
- Microsoft Excel
- The R Coding Software
- Customer relationship management
- Investment strategies
Certification
- SIE
- Series 66
- Series 7
Timeline
Client Advisor
Bankers Life Securities
06.2024 - Current
Auditor
Anchin Block and Anchin
01.2024 - 06.2024
Transfer Pricing Intern
BDO
06.2022 - 01.2023
Bachelor of Science - Accounting and Finance
University of Delaware
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