Sean Mullen, Executive Vice President
As Executive Vice President at SignatureWealth Partners, Sean Mullen is responsible for advisor sourcing and transitioning. His team seeks out like-minded advisors who want to grow and simplify their business while building an asset they own.
Sean has a history of building successful solutions that empower advisors. He was previously an architect of Fortigent's UMA platform and a senior sales executive of Envestnet. Most recently Sean led business development efforts for FinTech platform FolioDynamix.
An excellent speaker and writer, Sean has delivered articles and presentations on such timely topics as UMA technology, robo-advice, and reaching millennial investors. Sean earned a BA in Foreign Languages & Literatures from the University of Nevada. He holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) designations.
Sean has been featured in:
Bary and Sean Give Industry Conference Tips and Highlights
MarketCounsel Summit 2019 Recap
Sean Talks ‘The Pissed Off Junior Advisor’ on the Maximum Advisor Podcast
Schwab IMPACT & Beacon Roundtable 2019 Recap
Advisor2Advisor: Ed Swenson & Sean Mullen
DUAL-CONTRACT SMAS VS. SINGLE-CONTRACT SMAS – Sean’s Thoughts
Why integration is essential (and how it works)
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