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Sean Flood

Sales and Services Representative

5000 followers

Dallas-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

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