National Advisor Ambassador
Sean Mullen is an Ambassador for AdvicePeriod 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 Unified Managed Account (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.
- (312) 549-8941