Sean Shaughnessey
Talented and Dynamic Sales Professional at Various- Claim this Profile
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Topline Score
Bio
Mark T. Davis
Without a doubt Sean is a financial advisor that takes this industry and the affairs of his clients very seriously. I view Sean as a successful advisor that will continue to grow his business and the trust of his clients even during the most difficult of economic times. Sean demonstrates excellent client communication skills and has the ability to explain complex material with ease, and is a very outspoken, attentive, and engaged professional who is always seeking a smarter and more efficient way of serving his clients. His background as a branch manager at one of the large wirehouse institutions provides him with a strong foundation of leadership which I have seen him apply with a variety of his peers, and he has always been willing to share his knowledge and experience with other advisors.
Mark T. Davis
Without a doubt Sean is a financial advisor that takes this industry and the affairs of his clients very seriously. I view Sean as a successful advisor that will continue to grow his business and the trust of his clients even during the most difficult of economic times. Sean demonstrates excellent client communication skills and has the ability to explain complex material with ease, and is a very outspoken, attentive, and engaged professional who is always seeking a smarter and more efficient way of serving his clients. His background as a branch manager at one of the large wirehouse institutions provides him with a strong foundation of leadership which I have seen him apply with a variety of his peers, and he has always been willing to share his knowledge and experience with other advisors.
Mark T. Davis
Without a doubt Sean is a financial advisor that takes this industry and the affairs of his clients very seriously. I view Sean as a successful advisor that will continue to grow his business and the trust of his clients even during the most difficult of economic times. Sean demonstrates excellent client communication skills and has the ability to explain complex material with ease, and is a very outspoken, attentive, and engaged professional who is always seeking a smarter and more efficient way of serving his clients. His background as a branch manager at one of the large wirehouse institutions provides him with a strong foundation of leadership which I have seen him apply with a variety of his peers, and he has always been willing to share his knowledge and experience with other advisors.
Mark T. Davis
Without a doubt Sean is a financial advisor that takes this industry and the affairs of his clients very seriously. I view Sean as a successful advisor that will continue to grow his business and the trust of his clients even during the most difficult of economic times. Sean demonstrates excellent client communication skills and has the ability to explain complex material with ease, and is a very outspoken, attentive, and engaged professional who is always seeking a smarter and more efficient way of serving his clients. His background as a branch manager at one of the large wirehouse institutions provides him with a strong foundation of leadership which I have seen him apply with a variety of his peers, and he has always been willing to share his knowledge and experience with other advisors.
Credentials
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Kansas Property and Casualty Insurance Producer
Kansas Insurance Commission -
Missouri Life, Health, Long Term Care, and Variable Contracts (Insurance)
Missouri Department of Insurance, Financial Institutions & Professional Registration -
Missouri Property and Casualty Insurance Producer
Missouri Department of Insurance, Financial Institutions & Professional Registration
Experience
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Various
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Investment Management
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700 & Above Employee
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Talented and Dynamic Sales Professional
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Jul 1995 - Present
Talented and dynamic sales professional anxious to help bring your organization to the next level. Action oriented self starter that champions superior performance and creative solutions. Go-getter that yearns for challenge and increasing levels of responsibility. Seeking an account management or sales development role that stretches my abilities and satisfies my intellectual and competitive nature. Areas of Expertise I have a wealth of experience selling complex intangibles to high end clientele. My success stemmed from my skills surrounding relationship development and creative solution design. Relationship Development My previous clients include medical practitioners, C Suite business professionals, successful entrepreneurs, as well as high net worth individuals and families. I approached and successfully engaged these individuals using my expertise selling and implementing institutional and personal wealth management and financial services solutions. I engaged in social networking, referral generation, public speaking events, published articles, and dialed the phone thousands of times to reach these individuals. Creative Solution Design Using insights gathered from outside research and personal reflection, I developed a “tax allocation” strategy and seminar series. The concept pointed out the flaw that high income earners make when choosing a strictly tax deferred approach to investing. The end result for my firm was a considerable increase in assets under management and millions of dollars of whole life insurance premium. Show less
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Education
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University of Missouri-Columbia
Bachelor of Arts - BA -
The Academy of the New Church
College Prepatory Diploma
Community
