Sean Oakes

Sean Oakes Email and Phone Number

Wealth Management Advisor at TIAA @ Raymond James
New York, NY, US
Sean Oakes's Location
New York, New York, United States, United States
Sean Oakes's Contact Details

Sean Oakes personal email

n/a

Sean Oakes phone numbers

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

Sean Oakes's Current Company Details
Raymond James

Raymond James

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Wealth Management Advisor at TIAA
New York, NY, US
Website:
raymondjames.com
Employees:
18734
Sean Oakes Work Experience Details
  • Raymond James
    Raymond James
    New York, Ny, Us
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  • Tiaa
    Wealth Management Advisor
    Tiaa Sep 2014 - Present
    New York, Ny, Us
    View
  • The Guardian Life Insurance Company Of America
    Financial Advisor
    The Guardian Life Insurance Company Of America Sep 2011 - Aug 2014
    New York , Ny, Us
    View
  • Clearbridge Investments
    Institutional Sales Manager
    Clearbridge Investments Jun 2007 - Nov 2010
    New York, Ny, Us
    • National consultant relations manager responsible for institutional business development.
    View
  • Legg Mason
    Institutional Sales Director
    Legg Mason Jan 2006 - Jun 2007
    San Mateo, California, Us
    • National key accounts manager responsible for sales distribution to private bank institutions.
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  • Citigroup Asset Management
    Investment Director
    Citigroup Asset Management Dec 2003 - Dec 2005
    New York, New York, Us
    • National sales director responsible for building and expanding business in Citigroup Private Bank.
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  • Ubs
    Wealth Management Analyst
    Ubs Aug 1993 - Dec 2003
    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.
    View

Sean Oakes Skills

Asset Management Managing Key Accounts Consultant Relations Private Banking Wealth Management Relationship Management Sales Management Institutional Investments Financial Planning Asset Allocation Alternative Investments Etfs Fixed Income Equities

Sean Oakes Education Details

  • Susquehanna University
    Susquehanna University
    Bachelor Of Arts

Frequently Asked Questions about Sean Oakes

What company does Sean Oakes work for?

Sean Oakes works for Raymond James

What is Sean Oakes's role at the current company?

Sean Oakes's current role is Wealth Management Advisor at TIAA.

What is Sean Oakes's email address?

Sean Oakes's email address is se****@****llc.com

What is Sean Oakes's direct phone number?

Sean Oakes's direct phone number is 120136*****

What schools did Sean Oakes attend?

Sean Oakes attended Susquehanna University.

What skills is Sean Oakes known for?

Sean Oakes has skills like Asset Management, Managing Key Accounts, Consultant Relations, Private Banking, Wealth Management, Relationship Management, Sales Management, Institutional Investments, Financial Planning, Asset Allocation, Alternative Investments, Etfs.

Who are Sean Oakes's colleagues?

Sean Oakes's colleagues are Raymond Advisory, Joseph Helmy, Randy Whatley, Cfp®, Marylan Sturges, Eunice Dexter, Dan Fowler, Neil Willoughby.

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