DIRECTOR OF BUSINESS DEVELOPMENT, FINANCIAL CONSULTANT
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Sean Whalen, CFP®, MSF is the Director of Business Development and a Wealth Manager at Asset Strategy. He has 20+ years of experience in investment management, risk management, budgeting, financial planning, and capital gain strategies. He formerly worked at Morgan Stanley and Santander Investment Services. He holds a Master in Finance degree from Brandeis University Contact us to learn more about our team.