Sean P. Rogers

Sean’s primary responsibilities as a Senior Client Service Associate include onboarding new clients, account maintenance, asset transfers, money movements, and assisting advisors with other general client inquiries.

My Professional Background

I graduated from the University of Maryland, College Park, with a B.A. in Economics and a minor in General Business. During my undergraduate studies, I interned for several companies and held various roles relating to business development, finance, and sales.

My Personal Life

I recently relocated from Gaithersburg, Maryland, to the Arlington area and intend to follow the CFP® track.

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