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Sean Oakes Email & Phone Number

Wealth Management Advisor at TIAA at Raymond James
Location: New York, United States 7 work roles 1 school
1 work email found @tiaa-cref.org 1 phone found area 201 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@tiaa-cref.org
Direct phone (201) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Raymond James
Role
Wealth Management Advisor at TIAA
Location
New York, United States
Company size
18734 employees

Who is Sean Oakes? Overview

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Quick answer

Sean Oakes is listed as Wealth Management Advisor at TIAA at Raymond James, a with 18734 employees, based in New York, United States. AeroLeads shows a work email signal at tiaa-cref.org, phone signal with area code 201, and a matched LinkedIn profile for Sean Oakes.

Sean Oakes previously worked as Wealth Management Advisor at Tiaa and Financial Advisor at The Guardian Life Insurance Company Of America. Sean Oakes holds Bachelor Of Arts from Susquehanna University.

Company email context

Email format at Raymond James

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{first_initial}{last}@tiaa-cref.org
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AeroLeads found 1 current-domain work email signal for Sean Oakes. Compare company email patterns before reaching out.

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Profile bio

About Sean Oakes

Sean Oakes is a Wealth Management Advisor at TIAA. Sean has over 25+ years of in-depth financial services experience. CA insurance License # 0M78331AR insurance License # 16349772

Listed skills include Asset Management, Managing Key Accounts, Consultant Relations, Private Banking, and 10 others.

Current workplace

Sean Oakes's current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Wealth Management Advisor at TIAA
New York, NY, US
Website
raymondjames.com
Employees
18734
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Company profile
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7 roles

Sean Oakes work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Current
Tiaa

New York, Ny, Us

Sep 2014 - Present

Institutional Sales Manager

Clearbridge Investments

New York, Ny, Us

• National consultant relations manager responsible for institutional business development.

Jun 2007 - Nov 2010

Institutional Sales Director

Legg Mason

San Mateo, California, Us

• National key accounts manager responsible for sales distribution to private bank institutions.

Jan 2006 - Jun 2007

Investment Director

Citigroup Asset Management

New York, New York, Us

• National sales director responsible for building and expanding business in Citigroup Private Bank.

Dec 2003 - Dec 2005

Wealth Management Analyst

Ubs

Zurich, Ch

• Developed and presented customized investment strategies to ultra high net worth investors.• Produced detailed asset allocation analysis for client presentations.• Provided product coordination on separately managed accounts, alternative investments, mutual funds and fixed income portfolios.

Aug 1993 - Dec 2003
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

CM Carla Masselink Carla Masselink Colleague at Raymond JamesHolland, Michigan, United States View → LE Linda Evanoff Linda Evanoff Colleague at Raymond JamesSouthfield, Michigan, United States View → MG Michael Groh Michael Groh Colleague at Raymond JamesClearwater, Florida, United States View → JS Jennifer Sturm Jennifer Sturm Colleague at Raymond JamesJacksonville, Florida, United States View → SH Samantha Hoelle Samantha Hoelle Colleague at Raymond JamesHamilton, Ohio, United States View → KP Kathryn Perry Kathryn Perry Colleague at Raymond JamesMemphis, Tennessee, United States View → AM Ashleigh Mader Ashleigh Mader Colleague at Raymond JamesGreenwood, Indiana, United States View → BM Brian Morgan Brian Morgan Colleague at Raymond JamesLargo, Florida, United States View → LW Leona Wong Leona Wong Colleague at Raymond JamesVancouver, British Columbia, Canada View → TK Tyler Kielma Tyler Kielma Colleague at Raymond JamesGreater Tampa Bay Area, United States View →
1 education record

Sean Oakes education

  • Susquehanna University
    Susquehanna University
    Bachelor Of Arts
FAQ

Frequently asked questions about Sean Oakes

Quick answers generated from the profile data available on this page.

What company does Sean Oakes work for?

Sean Oakes works for Raymond James.

What is Sean Oakes's role at Raymond James?

Sean Oakes is listed as Wealth Management Advisor at TIAA at Raymond James.

What is Sean Oakes's email address?

AeroLeads has found 1 work email signal at @tiaa-cref.org for Sean Oakes at Raymond James.

What is Sean Oakes's phone number?

AeroLeads has found 1 phone signal(s) with area code 201 for Sean Oakes at Raymond James.

Where is Sean Oakes based?

Sean Oakes is based in New York, United States while working with Raymond James.

What companies has Sean Oakes worked for?

Sean Oakes has worked for Raymond James, Tiaa, The Guardian Life Insurance Company Of America, Clearbridge Investments, and Legg Mason.

Who are Sean Oakes's colleagues at Raymond James?

Sean Oakes's colleagues at Raymond James include Carla Masselink, Linda Evanoff, Michael Groh, Jennifer Sturm, and Samantha Hoelle.

How can I contact Sean Oakes?

You can use AeroLeads to view verified contact signals for Sean Oakes at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Sean Oakes attend?

Sean Oakes holds Bachelor Of Arts from Susquehanna University.

What skills is Sean Oakes known for?

Sean Oakes is listed with skills including Asset Management, Managing Key Accounts, Consultant Relations, Private Banking, Wealth Management, Relationship Management, Sales Management, and Institutional Investments.

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