Skip Shean

Skip Shean

Insititutional Fixed Income Sales

location of Skip SheanBonita Springs, Florida, United States

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  • Timeline

  • About me

    Fractional Chief Marketing Officer & Consulting for Financial Services and other industries

  • Education

    • The University of Chicago Booth School of Business

      1998 - 2001
      MBA Finance, Entrepreneurship, Strategic Management

      Activities and Societies: Admissions Committee, Professional Finance Club, Private Equity Club Finance, Strategic Management & Entrepreneurship

    • Baylor University

      1987 - 1991
      BA History, Journalism

      Activities and Societies: Lacrosse team B.A., Journalism and History double major.

  • Experience

    • The Chicago Corporation

      Jan 1992 - Jan 1994
      Insititutional Fixed Income Sales

      Sales & Trading of Fixed Income Securities, including US Treasuries, Agencies, Mortgage Backeds and CMOs.

    • Northwestern Mutual

      Feb 1993 - Oct 1995
      Special Agent

      Financial Planner, Insurance Agent, and Series 7/63 registered broker.

    • CCC Information Services, Inc.

      Oct 1995 - Jul 1997
      National Account Manager

      Sales and customer service of software and market data to insurance companies' claims operations around the country. Promoted three times in first twelve months with company and served several of the nation's largest insurance companies.

    • Charter Consulting, Inc.

      Jul 1997 - May 2000
      Manager

      Management consulting to large financial services companies on a variety of operational projects. Cost reduction, margin enhancement, operational efficiencies, business process reengineering.

    • Starpoint Solutions

      May 2000 - Jul 2001
      Engagement Manager, Strategic Accounts

      Responsible for managing multiple IT consulting projects with some of the company's largest customers, leading development of custom web-based applications for Fortune 100-sized companies.Also responsible for customer and project profit & loss and the sales of additional projects.

    • Wexford Partners, Inc.

      Jul 2001 - Feb 2004
      Managing Partner

      Management consulting to small, medium and large companies on a variety of operational, IT, and strategic projects.

    • E*TRADE Financial

      Feb 2004 - May 2005
      Product Manager

      Product Manager for options and futures products, including equity and index derivatives trading on the CME, CBOT, CBOE, Chicago Futures Exchange, ISE, BOX, PCX, PHLX and AMEX exchanges.

    • OptionsXpress Holdings, Inc.

      May 2005 - Aug 2008
      Vice President, Marketing & Business Development

      Responsible for identification, negotiation, and delivery of creative business opportunities, including transactions, licensing, and partnerships for an innovative, fast-growing online brokerage firm.I've been responsible for developing effective strategic partnerships and extending use of optionsXpress' trading platform by financial market participants and exchanges the Chicago Board Options Exchange, Chicago Mercantile Exchange, Philadelphia Stock Exchange, and International Securities Exchange.Sydicated elements of the optionsXpress website to highly trafficked and relevant financial websites, and extended our API program to offer optionsXpress account data and trading to third-party software and platforms.Responsible for all exhibitors and speakers at our principal annual customer event, optionsXpo. Show less

    • TradeMONSTER

      Aug 2008 - Aug 2010
      Vice President, Marketing & Business Development

      Head of Marketing at tradeMONSTER, an innovative online brokerage firm at www.trademonster.com. Responsible for all marketing, sales, PR, and business development in rapidly growing online brokerage.• Hired Inc 500 ad agency Dean Media Group, defined strong brand positioning and identity, and successfully challenged entrenched brands optionsXpress, ThinkOrSwim, E*TRADE, TD Ameritrade, Scottrade and Charles Schwab.• Hired marketing team and built all marketing channels from scratch, including search engine marketing (SEM), search engine optimization (SEO), online advertising, affiliate, live and online events.• Led PR efforts, hired PR agency, obtained coverage by all leading financial publications and leading bloggers, including the Wall Street Journal, Barrons, USA Today, and others. • Identified and evaluated partnership opportunities, consummating dozens of deals resulting in thousands of new tradeMONSTER accounts. Show less

    • 16Wells LLC

      Jan 2011 - now
      CEO

      16wells helps financial services and other companies, publishers and content creators drive value from their work, using the best practices in online marketing combined with a data- and results-centric approach.

  • Licenses & Certifications

  • Volunteer Experience

    • Advisory Board Member

      Issued by NATIONAL INTRODUCING BROKERS ASSOCIATION
      NATIONAL INTRODUCING BROKERS ASSOCIATIONAssociated with Skip Shean
    • Board Member

      Issued by Crossroads Runners on Oct 2013
      Crossroads RunnersAssociated with Skip Shean