Sean Bracken Email & Phone Number

San Francisco Bay Area

Leader of Granite Solutions Groupe Wealth Practice, providing strategy, execution, and delivery services for the practice.

Boston

Leading industry consultant with two decades of experience, focused on developing, deploying, and improving Managed Account products, with a unique balance of Business and Technology knowledge.Consulted with Broker Dealers and RIAs to evaluate, improve and Launch Managed Account platforms.

Responsible for Separate Account Manager Relationship Management, Program Management, and Business/Systems Development for Fidelity Distribution Channels. Led team to acquire new Separate Account Managers and provide ongoing relationship management for over 600 Separate Account Managers. Redesigned legal architecture to encompass cross Fidelity.

• Responsible for Product Development, Relationship Management, Product wholesaling, and all marketing and legal material for Managed Accounts.
• Coordinated all program launch activities in April 2003, including materials, PR, and sales force training.
• Provide ongoing assistance to sales force by providing product wholesaling activities to Separate Account Managers (SAMs) and Registered Investment Advisors (RIAs).
• Led development for Separate Account proposal generation tool, which includes client suitability/proposal generation, manager research, and workflow between Fidelity, RIAs and SAMs.
• Developed marketing brochures, web content, and applications for use with RIAs and end clients.
• Developed legal framework and refined/developed legal documents to ensure appropriate responsibilities for Fidelity, RIAs, SAMs, and end clients.

• Business owner of planning tools on www.fidelity.com and representative workstations.
• Led effort to develop Retirement Income Planning functionality in Fidelity’s award winning PortfolioPlanner tool.
• Developed overall planning tool strategy for Retail, including development, deployment and decommission plans.
• Developed channel strategy, channel integration, and customer entitlement strategy.
• Led cross company (Retail, Institutional Brokerage, and Institutional Retirement) initiative to evaluate providers of comprehensive Financial Planning tool and led implementation and integration of selected vendor.
• Developed and maintained various planning tools, such as Portfolio Analysis (the most used tool on Fidelity.com and most used representative tool), Asset Allocation Planner, College Planner, Retirement Planning.

Responsible for Product Development, Relationship Management, Product wholesaling, and all marketing and legal material for Managed Accounts.Coordinated all program launch activities in April 2003, including materials, PR, and sales force training. Provide ongoing assistance to sales force by providing product wholesaling activities to Separate Account.

Responsible for Internet strategy and development for Progress Software.Managed a staff of 27, consisting of electronic marketing professionals, electronic content and design professionals, HTML and Java programmers, and marketing communication professionals.Managed an annual budget of $4.5 million and key vendor relationships.Managed multiple web sites.

Business owner of Retail Retirement Investing Center web site on Fidelity.com Redesigned site to be customer focused, increasing traffic and transactions by over 30%. Received “A+” ranking from Corporate Insight E-Monitor, and cited as “example other firms should follow”.Received Mutual Fund Education Alliance's Star Award for Excellence in Shareholder.

Led cross functional projects (30+ core team members/ 6-12 month duration) though full project life cycle. Coordinated efforts of representatives from marketing, legal, systems development, operations, customer representatives (phone and branches), and outside vendors. Projects included:Electronic Delivery of Shareholder reports - coordinated Fidelity.

Fidelity Accounting and Custody Services; Managed a staff of 19 Fund Accountants, Senior Fund Accountants, and Lead Accountants.Oversaw the accounting, pricing, financial statements, annual audit, and tax returns of 37 mutual funds.Initiated/improved the process for estimating and reporting expenses throughout the firm.

Masters, Business Administration; Finance And Business Policy

Recipient of Walter D. Fackler Scholarship; Member of Dean's List

Bachelor Of Science, Finance; Economics

National Merit Scholarship recipient; graduated Magna Cum Laude