Sean Mullen Email & Phone Number

Chicago, Il, Us

As Executive Director & Head of Strategic Partnerships at Hightower, Sean brings an entrepreneurial spirit and strategic lens to our sponsor program—marrying curated content and resources to meet advisor needs to develop connection and provide solutions for all aspects of client well-th. Sean has deep industry relationships and an impeccable reputation for integrity, collaboration and follow-through. Sean’s role gives him exposure to the creative side of business negotiations as well as the detailed nuances required to manage the contracting, budgeting and logistics of all sponsorship relationships.

Chicago, Il, Us

As Director of Strategic Partnerships at Hightower, Sean brings an entrepreneurial spirit and strategic lens to our sponsor program—marrying curated content and resources to meet advisor needs to develop connection and provide solutions for all aspects of client well-th. Sean has deep industry relationships and an impeccable reputation for integrity, collaboration and follow-through. Sean’s role gives him exposure to the creative side of business negotiations as well as the detailed nuances required to manage the contracting, budgeting and logistics of all sponsorship relationships.

Chicago, Il, Us

Florence, South Carolina, Us

Participate as a member of the Executive Management Team of SWP, develop strategies for growing the business of SWP, including the creation of new business models and recruiting advisors to those models. Manage SignatureWealth Partners, the independent RIA, and serve as advisor to the Executive Management Team concerning the overall registered investment advisor business of SWP.

Florence, South Carolina, Us

Los Angeles, Ca, Us

Sean Mullen is an Ambassador for AdvicePeriod responsible for advisor sourcing and transitioning. His team seeks out like minded advisors who want to grow and simplify their business while building an asset they own.

Berwyn, Pennsylvania, Us

Source and develop new opportunities with independent and regional broker/dealers, and RIA consolidators interested in partnering with Envestnet (Formerly FolioDynamix). Priorities include increasing platform AUM, increasing adoption of the technology platform in the Advisory marketplace, and responding to the new requirements imposed on the industry by the regulatory agencies.

Berwyn, Pennsylvania, Us

Source and develop new institutional opportunities with Independent Broker/Dealers, Regional Broker/Dealers and Global Financial Institutions. Priorities include increasing platform AUM, implementing digital advice solutions and financial planning tools, and converting assets to 3rd party management to increase Advisors' productivity. Envestnet's platform of advanced research, portfolio, practice management and reporting solutions provides firms with the capabilities and support needed to deliver excellence in wealth management.

Berwyn, Pennsylvania, Us

Source new RIA opportunities for the North Central, Heartland and Mid-Atlantic regions, as well as expand the Envestnet solutions set for existing Advisors.

Co-architect and business development officer of the Unified Managed Account platform at Fortigent. Key emphasis on increasing RIA utilization rates of the Fortigent proprietary UMA offering.

Potomac, Md, Us

Built processes and procedures for account opening, trading and rebalancing of multi-managed accounts for ultra high net worth individuals. Led a team of professionals in offices across the country for a rapidly growing Registered Investment Advisor with multiple billions under management.