Sean Pearce
Boston,MA
Summary
Dedicated Marine Corps veteran transitioning into the investment advisory and asset management sector while pursuing an undergraduate degree in finance. Combines a disciplined and adaptable approach honed through military leadership, emphasizing responsibility, sound judgment, and collaborative execution. Committed to fostering long-term relationships and making thoughtful decisions in dynamic environments, ensuring alignment with client goals and market trends. Eager to leverage unique skills and experiences to contribute effectively within a fast-paced financial landscape.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Managing Member
Bluestone Investment Advisory (Pending Registration)
Boston, MA
10.2025 - Current
- Managing member of an investment advisory firm in formation, preparing for Massachusetts state registration
- Leading firm setup, governance, and compliance build-out (Form ADV Part 2A/2B, Code of Ethics, BCP)
- Designing derivatives-based portfolio frameworks and risk overlays (research and simulation only)
- Supervising the development of internal Monte Carlo and options-pricing tools for strategy analysis and backtesting.
- No client solicitation, assets, or advisory services prior to registration
SkillBridge Fellow
Shift Group
Irvine, CA
07.2025 - 11.2025
- Observed monthly financial-review meetings between executive leadership and accounting, gaining exposure to P&L analysis, expense oversight, and strategic decision-making processes.
- Gained practical insight into firm management, business development, and entrepreneurial strategy through one-on-one discussion from a senior executive with experience across institutional wealth management and fintech leadership.
- Conducted structured top-of-funnel outreach and maintained consistent, professional communication to guide candidates through multiple stages of a complex process.
- Designed and implemented improved tracking and communication frameworks to enhance transparency, reporting accuracy, and overall workflow control for candidate relationship outreach.
Training Coordinator
United States Marine Corps
Camp Pendleton, California
01.2025 - 12.2025
- Oversaw training operations and data systems for over 20,000 Marines, serving as primary liaison between 1st Marine Division and senior command entities.
- Supervised enterprise application processing, maintaining strict compliance with governing operational entities and enhancing operational integrity.
- Enhanced training pipeline efficiency through robust database oversight and process automation.
- Coordinated cross-functional communication with unit representatives to streamline training delivery and reporting.
- Coordinated logistics for training sessions, ensuring resources and materials were available.
Operations Supervisor
United States Marine Corps
Camp Pendleton, California
01.2020 - 12.2024
- Facilitated mission readiness and tactical execution through leadership of a 12-member team in demanding operational settings.
- Oversaw safety operations as primary range safety officer for 50+ live-fire ranges, ensuring compliance with safety protocols.
- Delivered comprehensive urban combat training to over 100 foreign military personnel, focusing on improving cross-country interoperability and building international relations.
- Collaborated with U.S. Customs and Border Protection on joint operations, contributing to the interdiction of $88M in narcotics seizures.
- Engaged in advanced leadership and management courses targeting strategic decision-making, risk mitigation, and team performance enhancement.
- Oversaw daily operations to ensure adherence to safety standards and regulations.
Education
Bachelor of Science - Finance
University of Massachusetts, Boston
Boston, MA05-2030
Certification
- Uniform Investment Adviser Law Examination (Series 65) — FINRA / NASAA
- Bloomberg Market Concepts (BMC) — Bloomberg
- Capital Markets & Securities Analyst (CMSA) — Corporate Finance Institute (CFI)
Timeline
Managing Member
Bluestone Investment Advisory (Pending Registration)
10.2025 - Current
SkillBridge Fellow
Shift Group
07.2025 - 11.2025
Training Coordinator
United States Marine Corps
01.2025 - 12.2025
Operations Supervisor
United States Marine Corps
01.2020 - 12.2024
Bachelor of Science - Finance
University of Massachusetts, Boston