Sean Bolen

Director Of Planning & Service at Leverage Planners Wealth Managment, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Mukilteo, Washington, United States, US
Skills

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Credentials

  • Life and health
    Insurance Commisioner
  • Series 65
    FINRA

Experience

  • Leverage Planners Wealth Managment, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director Of Planning & Service
      • Feb 2020 - Present

  • Edelman Financial Engines
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Services Manager
      • Oct 2015 - Feb 2020

      Edelman Financial Engines is the nation’s largest independent registered investment advisor and serves more than 9 million participants. Our goal is help over 10 million Americans with investment and retirement planning. Edelman Financial Engines is the nation’s largest independent registered investment advisor and serves more than 9 million participants. Our goal is help over 10 million Americans with investment and retirement planning.

  • Oregon Wealth Management LLC
    • Lake Oswego, Oregon
    • Financial Planning Associate
      • 2012 - 2015

      Oregon Wealth Management is a boutique financial services firm that has helped individuals and small businesses protect and grow their wealth for the past 25 years. We develop and implement holistic personal financial solutions while providing an exceptional client experience. Oregon Wealth Management is a boutique financial services firm that has helped individuals and small businesses protect and grow their wealth for the past 25 years. We develop and implement holistic personal financial solutions while providing an exceptional client experience.

  • FrameWork IT
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Senior Account Manager
      • 2011 - 2012

      A startup, privately owned, business productivity company that helps SMB's with enterprise IT management. FrameWork was launched with the aim of revolutionizing the way that businesses currently purchase, use and manage IT through scalable services. Services included: Backup and Disaster Recovery, Virtualization, Software as a Service (SaaS), Cloud Solutions and Managed IT Services. We utilize top tier, redundant national data centers that meet qualifications for all professions (eg.SAS 70, HIPAA compliant, etc). Show less

  • EDMC
    • United States
    • Education Management
    • 700 & Above Employee
    • Admissions Student Advisor
      • 2010 - 2011

      Education Management Corporation is a proprietary education institution that owns and operates 4 higher education systems around the country. Education Management Corporation is a proprietary education institution that owns and operates 4 higher education systems around the country.

  • Dolphin Bay Resort & Spa
    • United States
    • Travel Arrangements
    • 1 - 100 Employee
    • Guest Services
      • 2006 - 2009

Education

  • California Polytechnic State University-San Luis Obispo
    Bachelor of Science (BS), Finance
  • Marylhurst University
    Master of Business Administration - MBA, Honors

Community

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