Current Position:
Wealth Manager at PlanVest FinancialExperience:
24 yearsLocation:
Baltimore, MarylandMar 2025 - Current
Oct 2018 - Nov 2024
Oct 2014 - Sep 2018
May 2011 - Oct 2014
Oct 2006 - Nov 2010
Nov 2004 - Oct 2006
May 2001 - Jul 2003
Certificate at Columbia Business School Executive Education
Bachelors at The College of New Jersey
Name: PlanVest Financial
Speciality: Comprehensive Wealth Planning, Investment Management, Retirement Planning, Education Planning, Estate Planning, Wealth Management, Federal Employee Benefits, Risk Protection Insurance, Social Security
Location: Gaithersburg, Maryland, United States
Employees: 1-10
HQ Phone: (301) 977-7123
Description: 𝗣𝗹𝗮𝗻𝗩𝗲𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we ...
How long has Sean Flynn been working as a Wealth Manager?
Sean Flynn's total experience in various companies as a Wealth Manager 6 months.What is Sean Flynn's minimum period of employment in the companies?
Sean Flynn's minimum period of employment in various companies is 1 year 11 months.What is Sean Flynn's average duration of employment for different companies?
On average, Sean Flynn works for one company for 3 years 7 monthsWhat industries has Sean Flynn worked in?
Sean Flynn works in the Financial Services.What positions has Sean Flynn held before?
Previously, Sean Flynn worked as a Private Client Advisor/Director-Family Services, and Investment Director, Senior Vice President, and Vice President, Investment Advisor, and Investment Manager, and Client Advisor.How do I contact Sean Flynn?
Sean Flynn's email address is s**@planvestfinancial.com, phone number is +1-***-***-0102. Sign up to get contact details.Who are Sean Flynn's peers at other companies?
Sean Flynn's peers at other companies are Derek McLaughlin and Mark Werner and Mike ODonnellFind email for 850M+ professionals