Sean Flood

Sean Flood

Sales and Services Representative

Followers of Sean Flood5000 followers
location of Sean FloodDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    VP – Sr. Wealth Consultant

  • Education

    • Colby College

      1999 - 2003
      Bachelor of Arts (B.A.) American Studies

      Activities and Societies: Men’s Varsity Basketball, Student Judicial Board • Cum Laude • Honors in American Studies• Distinction in Major• George F. Baker Scholar for the Class of 2003

  • Experience

    • Fleet Bank

      Aug 2003 - Sept 2004
      Sales and Services Representative
    • Bank of America

      Sept 2004 - Apr 2009
      • Premier Banking Client Manager

        Dec 2007 - Apr 2009
      • Client Manager Analyst

        Dec 2006 - Dec 2007
      • Credit Products Analyst

        Jan 2005 - Dec 2006
      • Assistant Banking Center Manager

        Sept 2004 - Jan 2005
    • Bank of America

      Sept 2009 - Jun 2010
      Client Manager
    • Morgan Stanley

      Jun 2010 - Mar 2013
      Private Banker
    • Merrill Lynch

      Jun 2013 - Jan 2018
      • Structured Credit Specialist

        Nov 2016 - Jan 2018
      • Sr. Wealth Management Lending Officer

        Jun 2013 - Nov 2016
    • Key Private Bank

      Jan 2018 - May 2019
      Sr. Relationship Manager
    • Charles Schwab

      May 2019 - now
      • Sr. Wealth Consultant

        May 2020 - now
      • Ultra High Net Worth Sr. Banker

        May 2019 - May 2020
  • Licenses & Certifications

    • Series 66

      FINRA
      Jul 2020
    • Series 7

      FINRA
      Aug 2010
    • General Lines - Life, Accident and Health

      Texas Department of Insurance
      Sept 2020
    • Series 6

      FINRA
      Jan 2008
    • Series 63

      FINRA
      Feb 2008