Financial Advisor
CurrentProviding tailored strategies to individuals, small businesses, and nonprofit organizations to aid them in achieving their long-term financial goals
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@edwardjones.com
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Sean Geier is listed as Financial Advisor at Edward Jones at Edward Jones, a with 35357 employees, based in Madison, New Jersey, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Sean Geier.
Sean Geier previously worked as Financial Advisor at Edward Jones and Managing Director, International Equity Trading at Itg. Sean Geier holds Master Of Business Administration - Mba, Finance from Pace University.
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Financial planning is a changing and energizing process. Your financial goals are likely to differ over the years focusing at one time or another on inheritance, career change, marriage, home purchase, or a growing family. You need to feel confident that the right CFP® professional with whom you're working is committed to providing a high standard of financial planning.For over 25 years I have been deeply involved in a broad range of investing and financial planning and have held myself to a high standard of ethics. From planning for retirement, saving for college and a host of other objectives, I have developed the skills and gained the experience to develop a comprehensive strategy to reach the short- and long-term goals of my clients.In addition to the rigorous training involved in passing the CFP® certificate exam, I have had years of experience in equity trading which has provided me an excellent and uniquely global perspective on how to evaluate potential investment opportunities. My successes as a financial adviser are primarily the result of being highly determined, motivated, and intellectually curious, and no matter where you are in life, I will bring those same attributes to bear.I am excited to transition to a new career as an investment advisor and would welcome the opportunity to discuss my strategies with you.Email: Sgeier1@optonline.net Phone: 551 427 2695
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Providing tailored strategies to individuals, small businesses, and nonprofit organizations to aid them in achieving their long-term financial goals
Greater New York City Area
Investment Technology Group, Inc. (ITG) is a US-based multinational agency brokerage and financial markets technology firm aimed at a hedge fund and asset management clientele. It has offices in Boston, Los Angeles, Toronto, Chicago, London, Dublin, Tel Aviv, Madrid, Sydney, Melbourne, Hong Kong, and Singapore.As Managing Director, my primary goal was to meet with companies, win clients, and develop relationships. This resulted in my being on the road much of the time.My specific responsibility was to provide senior international sales coverage for domestic accounts trading in the US, Europe, Asia, and the Americas by providing this client base with a daily summary of ITG research and Macro Economic Analysis.This required establishing and enhancing relationships with several institutional accounts.
Greater New York City Area
First Albany Capital was acquired in 2007 by Depfa Bank, until 2014 a Dublin-based German-Irish bank, but still retains its name. As head of Consumer Discretionary Sector trading, I introduced the daily sector market and trading analysis which was distributed to our institutional accounts. Additionally, I managed the risk associated with making markets in my assigned stocks.
Greater New York City Area
Founded in 1978, Robertson Stephens was a San Francisco-based boutique investment bank that focused primarily on technology companies. It was among the most active investment banks in the technology sector at the height of the internet boom, underwriting 600+ IPOs, raising over $20 Billion between 1978 and 2001.I was tasked with managing profitable proprietary trading accounts in Retail/Apparel sectors. My strengths lay in excellent quantitative and analytical skills as well as effective interpersonal negotiating skills.As a result, I tripled the trading revenues in these sectors to $25 million in just two years.
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
Clayton Gibson
Colleague at Edward JonesColleyville, Texas, United States
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Josh Christianson
Colleague at Edward JonesCasper, Wyoming, United States
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Brendan Murphy
Colleague at Edward JonesWest Chester, Pennsylvania, United States
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Tommy Tranum
Colleague at Edward JonesGreater Savannah Area, United States
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Christopher Dixon, Aams®
Colleague at Edward JonesGreater Harrisburg Area, United States
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John Merkouris
Colleague at Edward JonesCarson City, Nevada, United States
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Joseph Bartholomew
Colleague at Edward JonesO'Fallon, Missouri, United States
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John Kaleh, Crpc®
Colleague at Edward JonesGreater Houston, United States
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Ryan Koenig
Colleague at Edward JonesDavidson, North Carolina, United States
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Edward Benecchi
Colleague at Edward JonesNew Hartford Center, Connecticut, United States
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Sean Geier works for Edward Jones.
Sean Geier is listed as Financial Advisor at Edward Jones at Edward Jones.
AeroLeads has found 1 work email signal at @edwardjones.com for Sean Geier at Edward Jones.
Sean Geier is based in Madison, New Jersey, United States while working with Edward Jones.
Sean Geier has worked for Edward Jones, Itg, First Albany Capital, and Robertson Stephens, Investment Bankers.
Sean Geier's colleagues at Edward Jones include Clayton Gibson, Josh Christianson, Brendan Murphy, Tommy Tranum, and Christopher Dixon, Aams®.
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Sean Geier holds Master Of Business Administration - Mba, Finance from Pace University.
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