Sean O'Kelly

Sean O'Kelly

Vice President, Financial Advisor

Followers of Sean O'Kelly49 followers
location of Sean O'KellyDenver Metropolitan Area

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  • Timeline

  • About me

    Alternative Investment Director, Senior Portfolio Manager, Chartered Retirement Planning Counselor (CRPC), Financial Advisor with Morgan Stanley

  • Education

    • Principia College

      1986 - 1989
      Bachelor of Arts Economics, Business Administration

      Activities and Societies: Football

    • University of Colorado Boulder

      1985 - 1986
      Business
  • Experience

    • First Union Securities

      Jan 1994 - Jan 2002
      Vice President, Financial Advisor
    • Morgan Stanley

      Jan 2002 - now
      Alternative Investment Director, Senior Portfolio Manager, First Vice President, Financial Advisor

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  • Licenses & Certifications

    • National Mortgage Licensing System

      NMLS
      May 2015
    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Feb 2002