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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

      © 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html Show less

  • Licenses & Certifications

    • National Mortgage Licensing System

      NMLS
      May 2015

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Feb 2002