
Skip Shean
Insititutional Fixed Income Sales

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

The University of Chicago Booth School of Business
1998 - 2001MBA Finance, Entrepreneurship, Strategic ManagementActivities and Societies: Admissions Committee, Professional Finance Club, Private Equity Club Finance, Strategic Management & Entrepreneurship

Baylor University
1987 - 1991BA History, JournalismActivities and Societies: Lacrosse team B.A., Journalism and History double major.
Experience

The Chicago Corporation
Jan 1992 - Jan 1994Insititutional Fixed Income SalesSales & Trading of Fixed Income Securities, including US Treasuries, Agencies, Mortgage Backeds and CMOs.

Northwestern Mutual
Feb 1993 - Oct 1995Special AgentFinancial Planner, Insurance Agent, and Series 7/63 registered broker.

CCC Information Services, Inc.
Oct 1995 - Jul 1997National Account ManagerSales 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 2000ManagerManagement 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 2001Engagement Manager, Strategic AccountsResponsible 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 2004Managing PartnerManagement consulting to small, medium and large companies on a variety of operational, IT, and strategic projects.

E*TRADE Financial
Feb 2004 - May 2005Product ManagerProduct 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 2008Vice President, Marketing & Business DevelopmentResponsible 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 2010Vice President, Marketing & Business DevelopmentHead 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 - nowCEO16wells 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
- View certificate

Certified BillingOps Expert (Level - 1)
ChargebeeJul 2020 - View certificate

ActiveCampaign Certified Consultant
ActiveCampaign, Inc.May 2016 - View certificate

Google AdWords Partner
GoogleSept 2014 
Certified Billing Ops Expert
Chargebee- View certificate

Klaviyo Partner Certificate
KlaviyoSept 2023 - View certificate

Certified BillingOps Expert (Level - 2)
ChargebeeDec 2020
Volunteer Experience
Advisory Board Member
Issued by NATIONAL INTRODUCING BROKERS ASSOCIATION
Associated with Skip SheanBoard Member
Issued by Crossroads Runners on Oct 2013
Associated with Skip Shean
Languages
- enEnglish
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