Principal Institutional Sales@ PGIM Quantitative Solutions
Millbrae, California, United States
Sean Borella
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California State University, Chico
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FlashIntel GPTSean Borella is a highly experienced professional with 11.4 years of work experience in strategic financial planning, marketing research, investments, insurance, and financial planning. He is skilled in Microsoft Office, Excel, series 65, series 6, series 63, and series 63. Currently based in Millbrae, California, Sean has worked in various roles, including Vice President of Institutional Sales at QMA in Russia and Principal at PGIM Quantitative Solutions. He has also gained valuable experience in business development and investor relations at Nipun Capital, L.P. and RS Investments. Sean's expertise and diverse background make him a valuable asset in the financial industry.
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About
September 2016 – Present (2 months)San Francisco Bay Area ... Hewins Financial Advisors, LLC is an SEC-registered, wealth management and advisory firm. ... We also offer financial planning services with the aid of enhanced software that...
Work Experience
Principal Institutional Sales
Financial Services
Sean Borella's Professional Milestones
- Institutional Business Development Associate (2015-02-01~2016-08-01): Expanding client base and increasing revenue through strategic partnerships and innovative market penetration.
- Associate Consultant (2013-06-01~2014-06-01): Implementing cost-saving strategies, driving successful projects with client satisfaction and exceeding expectations.
Education
Marketing,
Business,
Business Marketing
2009-01-01-2013-01-01Skill
Strategic Financial Planning
Marketing Research
Investments
Insurance
Marketing Strategy
Financial Planning
Financial Markets
Microsoft Office
Excel
Series 65
Series 6
Series 63
Certification
Colleagues
Linda Gibson
Chief Executive Officer
Eugenio Ortiz
Vice President
George N. Patterson
Managing Director | Chief Investment Officer | PGM Quantitative Solutions
Larry Marchese
Managing Director | Chief Technology And Operations Officer
Lee Shapcott
Chief Marketing Officer
Other Named Sean Borella
Frequently asked questions
We found 3 Sean Borella's email addresses
We found 2 Sean Borella's phone numbers
Sean Borella works for PGIM Quantitative Solutions
Sean Borella's role in PGIM Quantitative Solutions is Principal Institutional Sales
Sean Borella works in the industry of Financial Services
Sean Borella's colleagues are Linda Gibson,Eugenio Ortiz,George N. Patterson
Sean Borella's latest job experience is Principal Institutional Sales at PGIM Quantitative Solutions
Sean Borella's latest education in California State University, Chico
