Sean Bolen, Mba, Crpc®

Sean Bolen, Mba, Crpc® Email and Phone Number

Owner @ Harbour View Advisors
Mukilteo, WA, US
Sean Bolen, Mba, Crpc®'s Location
Mukilteo, Washington, United States, United States
Sean Bolen, Mba, Crpc®'s Contact Details

Sean Bolen, Mba, Crpc® work email

Sean Bolen, Mba, Crpc® personal email

About Sean Bolen, Mba, Crpc®

Sean Bolen, Mba, Crpc® is a Owner at Harbour View Advisors. He possess expertise in financial management services, investments, retirement planning, financial advisory, management and 9 more skills.

Sean Bolen, Mba, Crpc®'s Current Company Details
Harbour View Advisors

Harbour View Advisors

View
Owner
Mukilteo, WA, US
Website:
harbourviewadvisors.com
Employees:
2
Sean Bolen, Mba, Crpc® Work Experience Details
  • Harbour View Advisors
    Owner
    Harbour View Advisors
    Mukilteo, Wa, Us
    View
  • Leverage Planners Wealth Managment, Llc
    Director Of Planning & Service
    Leverage Planners Wealth Managment, Llc Feb 2020 - Jun 2024
    Bellevue, Washington, United States
    View
  • Edelman Financial Engines
    Client Services Manager
    Edelman Financial Engines Oct 2015 - Feb 2020
    Greater Seattle Area
    Edelman Financial Engines is the nation’s largest independent registered investment advisor and serves more than 9 million participants. Our goal is help over 10 million Americans with investment and retirement planning.
    View
  • Oregon Wealth Management Llc
    Financial Planning Associate
    Oregon Wealth Management Llc 2012 - 2015
    Lake Oswego, Oregon
    Oregon Wealth Management is a boutique financial services firm that has helped individuals and small businesses protect and grow their wealth for the past 25 years. We develop and implement holistic personal financial solutions while providing an exceptional client experience.
  • Framework Cloud Services
    Senior Account Manager
    Framework Cloud Services 2011 - 2012
    Portland, Oregon
    A startup, privately owned, business productivity company that helps SMB's with enterprise IT management. FrameWork was launched with the aim of revolutionizing the way that businesses currently purchase, use and manage IT through scalable services. Services included: Backup and Disaster Recovery, Virtualization, Software as a Service (SaaS), Cloud Solutions and Managed IT Services. We utilize top tier, redundant national data centers that meet qualifications for all professions (eg.SAS 70, HIPAA compliant, etc).
    View
  • Edmc
    Admissions Student Advisor
    Edmc 2010 - 2011
    Greater Pittsburgh Area
    Education Management Corporation is a proprietary education institution that owns and operates 4 higher education systems around the country.
    View
  • Dolphin Bay Resort & Spa
    Guest Services
    Dolphin Bay Resort & Spa 2006 - 2009
    Shell Beach, California
    View

Sean Bolen, Mba, Crpc® Skills

Financial Management Services Investments Retirement Planning Financial Advisory Management Sales Process Customer Service Sales Operations Account Management Saas Crm Business Development Team Leadership Professional Services

Sean Bolen, Mba, Crpc® Education Details

Frequently Asked Questions about Sean Bolen, Mba, Crpc®

What company does Sean Bolen, Mba, Crpc® work for?

Sean Bolen, Mba, Crpc® works for Harbour View Advisors

What is Sean Bolen, Mba, Crpc®'s role at the current company?

Sean Bolen, Mba, Crpc®'s current role is Owner.

What is Sean Bolen, Mba, Crpc®'s email address?

Sean Bolen, Mba, Crpc®'s email address is sb****@****ail.com

What schools did Sean Bolen, Mba, Crpc® attend?

Sean Bolen, Mba, Crpc® attended California Polytechnic State University-San Luis Obispo, Marylhurst University.

What skills is Sean Bolen, Mba, Crpc® known for?

Sean Bolen, Mba, Crpc® has skills like Financial Management Services, Investments, Retirement Planning, Financial Advisory, Management, Sales Process, Customer Service, Sales Operations, Account Management, Saas, Crm, Business Development.

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