Shawn J. Seepaul
Fort Lauderdale,FL
Summary
Relationship-focused Marketing and Business Development professional with 10+ years of experience supporting growth through strategic outreach, networking, and digital engagement. Skilled in client and prospect communication, social media management, SEO-informed content, and multi-channel business development. Known for translating complex value propositions into clear business outcomes and supporting sales teams with disciplined follow-up. Brings structure, professionalism, and consistency from experience in a highly regulated, relationship-driven finance industry.
Overview
10
10
years of professional experience
Work History
Junior Financial Adviser
Financial Partners, LLC
04.2025 - Current
- Develops tailored financial plans aligned with client goals and risk tolerance.
- Conducts comprehensive market analysis to inform investment strategies and asset allocation.
- Providesongoing support for clients, addressing inquiries and adjusting portfolios as needed.
- Collaborates with senior advisors to enhance service offerings and improve client satisfaction.
- Leads workshops to educate clients on financial literacy, fostering informed decision-making skills.
- Actively participates in continuing education programs, staying current on industry regulations and best practices.
- Built referral networks through strategic partnerships with other professionals in the finance industry, resulting in increased business opportunities for the firm.
- Develops marketing materials and firm website to promote the firm's services and culture, attracting new clients and expanding business opportunities.
Client Services Associate
Leeward Financial Group / Raymond James
10.2024 - 04.2025
- Supported business development and client engagement through preparation of client-facing materials, presentations, and written communications.
- Assisted with content creation, summary letters, and standardized communication templates used in ongoing client and prospect interactions.
- Conducted due diligence research on complex insurance and financial products, translating technical details into accurate, professional summaries for internal and external use.
- Improved internal workflows by digitizing records, organizing files, and strengthening documentation practices to support team efficiency.
- Collaborated closely with advisors and leadership to ensure consistent messaging, professionalism, and timely follow-up.
Senior Relationship Banker
Truist
11.2017 - 10.2024
- Served as a front-line business development and customer engagement professional, supporting high-value client relationships in collaboration with Wealth Advisory and Premier Banking teams.
- Participated in 80+ financial planning and strategy meetings, supporting presentation preparation, documentation, and follow-up coordination.
- Translated complex financial and technical concepts into clear, actionable guidance for clients — a skill directly transferable to industrial and technical product messaging.
- Ranked Top 10 Banker in South Florida, generating $2.8M in lending revenue in 2023 through disciplined prospecting, follow-up, and relationship management.
- Coordinated cross-department initiatives with Commercial, Insurance, and Wealth teams, ensuring smooth handoffs and accurate internal documentation.
- Mentored teammates on process improvement, communication standards, and client engagement strategies.
- Generated $2.8M in lending revenue for the 2023 fiscal year in individual production, ranking amongst Branch Leaders, and Top 10 Bankers in SFL.
- Led branch production by consistently working with teammates on goal strategies and mentoring on areas of improvement.
Education
Bachelor of Arts - Psychology & Business Administration
Florida Atlantic University
Boca Raton, FL2016
Skills
- Marketing Content Creation & Coordination
- Digital & Website Content Management
- Short-Form Video & Visual Content Development
- Social Media Management & Posting Strategy
- Sales Enablement & Opportunity Support
- Customer & Prospect Communications
- Trade Show & Event Support
- CRM & Pipeline Coordination
- SEO-Informed Content Optimization
- Cross-Functional Team Collaboration
MARKETING & DIGITAL SKILLS
- Website content updates & CMS workflows (Broadridge)
- Visual content development (Canva Pro graphics, presentations)
- Short-form video coordination and social media posting
- SEO-informed content structure and optimization
- CRM systems and opportunity tracking
- Microsoft Office Suite (Word, PowerPoint, Excel, Outlook)
- Adobe Reader & PDF content management
- Comfortable learning HTML, CAD-adjacent tools, and AI-assisted editing platforms
Timeline
Junior Financial Adviser
Financial Partners, LLC
04.2025 - Current
Client Services Associate
Leeward Financial Group / Raymond James
10.2024 - 04.2025
Senior Relationship Banker
Truist
11.2017 - 10.2024
Bachelor of Arts - Psychology & Business Administration
Florida Atlantic University