Sean Beaty

Sean Beaty

Marketing Intern

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location of Sean BeatyBend, Oregon, United States

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  • Timeline

  • About me

    Product Owner at Cetera Financial Group

  • Education

    • University of North Carolina at Asheville

      2004 - 2009
      B.S. Economics, Audio Engineering 3.7

      Activities and Societies: Auditorium Manager for UNCA music department (2007-2009) Wrote music, organized and booked performances for a local jazz fusion project Academic leadership research award - "A Stochastic Frontier Analysis of Cross-Country Agricultural Production"Graduated with distinctions in Economic and Music

    • University of North Carolina at Asheville

      2004 - 2008
      Bachelor of Science (B.S.) Economics
  • Experience

    • Universal Motown & Republic Group

      Jun 2007 - Aug 2007
      Marketing Intern

      Coordinated advertisement expense reports between finance, international business and marketing departmentsGenerated expense estimates and categorized financial statements Organized and consolidated relevant industry news and drafted press releases Performed market analysis based on album sales, radio plays, and local media Researched possible performance and marketing strategies given available financing

    • UNC Asheville

      Aug 2007 - May 2009
      Auditorium & Live Event Manager

      -Coordinate with directors, managers and musicians in preparation for performances-Research, develop, prep for and supervise performance logistics and production-Provide technical support for extra-curricular speakers and external performers

    • Moog Music Inc

      Jun 2008 - Aug 2008
      Engineering Intern

      -Troubleshooting and equipment repairs for analog electronics-Work with engineers to develop and assemble prototype circuitry-Developed production line to streamline Theremin assembly-Maintain CAD component database with current specifications-Organize, log and monitor both supply and product inventories

    • Wells Fargo

      Feb 2010 - Jun 2010
      Loan Modification Advisor

      -Primary POC with borrowers through end-to-end Home Loan modification process-Review and maintain current FHLMC and HAMP program documentation requirements-Coordinate with brokers and attorneys to obtain current valuations and foreclosure expenses-Analyze borrowers’ financials and conduct preliminary review of loan modification options

    • Bank of America

      Jun 2010 - Jul 2015

      Responsible for conducting current state processes and articulating the changes and new technology that was required to meet strategic business objectives. This experience culminated in deploying a customer facing portal to allow commercial banking clients to manage accounts and services. Successes include 2 patents and saved an estimated $750k annually in labor, digitizing 10,000 plus legal documents in order to backfill the database above. Responsible for modeling financial impacts based on a set of features scheduled for each release to facilitate prioritization and maximize ROI for a multi-generational IT project with a $25mm annual budget Show less

      • Business Process Analyst

        Jun 2013 - Jul 2015
      • Business Intelligence Analyst

        Aug 2011 - Jun 2013
      • Treasury Services Advisor

        Jun 2010 - Aug 2011
    • Goldman Sachs

      Jul 2015 - May 2021

      I lead a cross functional team across sales, operations and engineering and rally diverse objectives around mutual business problems. I design the product vision, prioritize a backlog of requirements, define the MVP for release and own the product roadmap. I manage a team that is working on configuring and deploying our experience-oriented product to 6 different business groups simultaneously. We all wear multiple hats, which has allowed me to develop and leverage a diverse skillet including user experience design, customer experience design, journey mapping, wire-framing, continuous improvement, scrum master and product owner. Show less

      • Product Owner

        Jul 2017 - May 2021
      • Change Management Associate

        Jul 2015 - Jul 2017
    • Cetera Financial Group

      May 2021 - now
      Product Owner
  • Licenses & Certifications

    • Six Sigma

      Bank of America
      Jan 2014