Sean Whalen

CFP®, MSF
DIRECTOR OF BUSINESS DEVELOPMENT, FINANCIAL CONSULTANT

ext. 135 | sdw@assetstrategy.com

Sean Whalen, CFP®, MSF has 20+ years in investment and financial analysis, strategic planning & forecasting, pricing, and financial reporting at global banking and investment firms. He has previously worked for Santander Bank and Morgan Stanley.  He holds a Master of Science in Finance from Brandeis University.