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@captrustadvisors.com
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Sean Teesdale, Cfa is listed as CAPTRUST Financial Advisor: Helping plan sponsors optimize their retirement plan process in order to attract, retain, and successfully retire their valued employees, while mitigating fiduciary risk. at CAPTRUST, a with 621 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at captrustadvisors.com and a matched LinkedIn profile for Sean Teesdale, Cfa.
Sean Teesdale, Cfa previously worked as Vice President | Financial Advisor at Captrust and Client Advisor at Legacy Advisors. Sean Teesdale, Cfa holds Bachelor Of Science, Finance from Villanova University.
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AeroLeads found 1 current-domain work email signal for Sean Teesdale, Cfa. Compare company email patterns before reaching out.
Sean Teesdale, Cfa is a CAPTRUST Financial Advisor: Helping plan sponsors optimize their retirement plan process in order to attract, retain, and successfully retire their valued employees, while mitigating fiduciary risk. at CAPTRUST. He possess expertise in asset allocation, mutual funds, investments, risk management, financial modeling and 9 more skills.
Listed skills include Asset Allocation, Mutual Funds, Investments, Risk Management, and 10 others.
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Greater Philadelphia Area
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, institutional investors, executives, and high net-worth individuals. For more information about CAPTRUST, please visit our website at www.captrust.com.
Plymouth Meeting, Pa
Focused on providing portfolio management and investment and fiduciary advisory services to high net worth and corporate clients.
Greater Philadelphia Area
As a credit research analyst, I evaluated companies’ investment attractiveness in the energy and utilities sectors. The group’s strategy warranted an analyst focus on both investment grade as well as high yield credits. .
Proactively established relationships with regional consultants, advisors, and investment analysts in the northern half of the country who focused their efforts on the defined contribution retirement market.
Utilized proficiencies in: modern portfolio theory, investment policy, asset allocation, risk management, performance measurement and attribution, and manager selection, all to develop sales-driving strategies & tactics designed to aid independent advisor clients in IL and TX achieve their financial objectives
Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →
Cole Yantek
Colleague at CaptrustRaleigh, North Carolina, United States
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Katie Gibert, Cpa
Colleague at CaptrustNew Orleans, Louisiana, United States
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Caleb Carroll
Colleague at CaptrustRaleigh, North Carolina, United States
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Anurag Mathews
Colleague at CaptrustIndore, Madhya Pradesh, India
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John Davenport, Cfa
Colleague at CaptrustNew York, United States
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Lance Lahourcade
Colleague at CaptrustSan Antonio, Texas, United States
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John Sandmann
Colleague at CaptrustDallas-Fort Worth Metroplex, United States
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Christopher Kulick, Jr. Cima
Colleague at CaptrustPhiladelphia, Pennsylvania, United States
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Mary Clapp, Chfc®
Colleague at CaptrustBrentwood, Tennessee, United States
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Xavier Tazanu, Mba Candidate
Colleague at CaptrustUpper Marlboro, Maryland, United States
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Activities and Societies: Division I Men's Soccer - Captain 2002
Quick answers generated from the profile data available on this page.
Sean Teesdale, Cfa works for CAPTRUST.
Sean Teesdale, Cfa is listed as CAPTRUST Financial Advisor: Helping plan sponsors optimize their retirement plan process in order to attract, retain, and successfully retire their valued employees, while mitigating fiduciary risk. at CAPTRUST.
AeroLeads has found 1 work email signal at @captrustadvisors.com for Sean Teesdale, Cfa at CAPTRUST.
Sean Teesdale, Cfa is based in Philadelphia, Pennsylvania, United States while working with CAPTRUST.
Sean Teesdale, Cfa has worked for Captrust, Legacy Advisors, Delaware Investments, and Lincoln Financial Group.
Sean Teesdale, Cfa's colleagues at CAPTRUST include Cole Yantek, Katie Gibert, Cpa, Caleb Carroll, Anurag Mathews, and John Davenport, Cfa.
You can use AeroLeads to view verified contact signals for Sean Teesdale, Cfa at CAPTRUST, including work email, phone, and LinkedIn data when available.
Sean Teesdale, Cfa holds Bachelor Of Science, Finance from Villanova University.
Sean Teesdale, Cfa is listed with skills including Asset Allocation, Mutual Funds, Investments, Risk Management, Financial Modeling, Series 7, Series 63, and Asset Management.
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