Sean White
Aurora,CO
Summary
Professional financial specialist with experience in managing accounts and financial records. Demonstrates strong ability to collaborate within teams and adapt to changing business needs while consistently achieving results. Known for reliability, efficiency, and strategic problem-solving in financial operations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sr. Financial Consultant
Empower, Greenwood
03.2024 - Current
- Provide strategic financial guidance and retirement planning support (401K/IRA) to clients, leveraging strong communication skills and deep industry knowledge to enhance customer satisfaction, support Empower's sales goals, and foster long-term client relationships.
- Mentored junior consultants, promoting a culture of continuous learning and professional development.
- Assisted clients with retirement planning, helping them achieve their long-term financial goals.
Founder
Phenom Phactory
01.2017 - Current
- Built and managed client relationships and strategic partnerships, establishing Phenom Phactory as a leader in athletic recruitment and training
- Oversaw financial planning and event logistics for client programs, ensuring successful execution and increased brand visibility.
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Financial Services Professional
Charles Schwab
02.2021 - 04.2022
- Financial Services, Conducted in-depth financial consultations, recommending investment solutions that aligned with client goals, contributing to company growth.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Analyzed market trends to identify profitable investment opportunities for clients.
- Effectively managed high-pressure situations during periods of market volatility, maintaining composure while making crucial decisions.
- Consistently ranked in top 5% in department for trade accuracy and customer satisfaction.
Education
Finance, Sports Management, Economics, Exercise Science
University of Tennessee
Knoxville, TNSkills
- Project Management
- Relationship Management
- Financial Consulting & Client Strategy
- Process Improvement & Compliance
- Communication & Interpersonal Effectiveness
- Bookkeeping
- Quickbooks
Certification
- Securities Industry Essentials (SIE) Exam, FINRA, 10/01/20
- Series 7, FINRA, 09/01/21
- Series 63, NASAA, 10/01/21
Awards
- MBK25 Award, Recognized by Mayor Michael B. Hancock for contributions to community engagement.
- Hall of Honor, Honored for achievements in community impact alongside notable Denver leaders.
Timeline
Sr. Financial Consultant
Empower, Greenwood
03.2024 - Current
Financial Services Professional
Charles Schwab
02.2021 - 04.2022
Founder
Phenom Phactory
01.2017 - Current
Finance, Sports Management, Economics, Exercise Science
University of Tennessee
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