Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Sean O'Sullivan

Reston,VA

Summary

Results-driven Associate at Capitol Securities, recognized for exceptional people skills and a strong background in financial analysis. Spearheaded the integration of $120 million into operations, demonstrating adaptability and meticulous attention to detail. Proven track record in fostering effective communication and collaboration within a high-performing team managing over $1 billion in assets. Committed to leveraging expertise in finance to drive organizational success and enhance client relationships.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Wealth Management Associate

Capitol Securities Management Inc.
Reston, VA
12.2024 - Current
  • Deliver exceptional service and relationship management for clients, ensuring seamless day-to-day operations
  • Utilize Raymond James Workstation and Money Guide Pro to support financial planning and portfolio management
  • Collaborate in a team managing over $1 billion in assets, contributing to strategic investment decisions
  • Conduct in-depth cost and asset allocation analysis to optimize portfolios and achieve client objectives
  • Foster long-term client relationships by addressing needs, improving satisfaction, and maximizing investment returns

Account Executive

CenterPoint Group
Philadelphia, Remote
10.2024 - 12.2024
  • Developed and executed sales strategies for the Group Purchasing Organization (GPO) sector, driving revenue growth
  • Built and maintained relationships with key stakeholders, optimizing procurement processes and service alignment
  • Collaborated cross-functionally to enhance service offerings and improve client satisfaction
  • Analyzed market trends and competitor activities to identify growth opportunities
  • Delivered impactful presentations and proposals to prospective clients, highlighting cost-saving benefits

Business Development Manager

firstPRO, Inc.
Philadelphia, Hybrid
03.2023 - 08.2024
  • Led business development efforts, focusing on expanding company reach and increasing sales revenue
  • Managed client relationships and developed strategies to meet their evolving business needs
  • Identified new business opportunities through networking, research, and outreach
  • Coordinated with internal teams to deliver solutions that addressed client-specific needs

Technical Recruiter

Experis/Manpower Group
Bala-Cynwyd, PA
07.2021 - 03.2023
  • Collaborated with the Business Development Manager to align talent acquisition with client requirements
  • Guided candidates through the hiring process, ensuring seamless interview coordination and preparation
  • Developed sourcing strategies to build a strong pipeline of qualified candidates for current and future openings
  • Contributed to improving team culture and leadership competencies to retain top talent

Education

Bachelor of Arts - Political Science

University of South Carolina
Columbia, SC
05-2021

Skills

  • Raymond James Workstation
  • Money Guide Pro
  • Client Relationship Management
  • Asset Allocation & Portfolio Optimization
  • Sales Strategy & Execution
  • Market Analysis
  • Networking & Business Development
  • Compliance

Certification

Securities Industry Essentials (SIE), FINRA, 02/01/25, 02/01/29, 8031185

Timeline

Wealth Management Associate

Capitol Securities Management Inc.
12.2024 - Current

Account Executive

CenterPoint Group
10.2024 - 12.2024

Business Development Manager

firstPRO, Inc.
03.2023 - 08.2024

Technical Recruiter

Experis/Manpower Group
07.2021 - 03.2023

Bachelor of Arts - Political Science

University of South Carolina

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Sean O'Sullivan