Sean Gillooley, Cima, Aif

Sean Gillooley, Cima, Aif Email and Phone Number

Portfolio Specialist, Richard Bernstein Advisors @ Richard Bernstein Advisors
Sean Gillooley, Cima, Aif's Location
New York, New York, United States, United States
Sean Gillooley, Cima, Aif's Contact Details

Sean Gillooley, Cima, Aif work email

Sean Gillooley, Cima, Aif personal email

Sean Gillooley, Cima, Aif phone numbers

About Sean Gillooley, Cima, Aif

Sean H. Gillooley, CIMA®, AIF® Product SpecialistRichard Bernstein AdvisorsNew York, NYDeliver RBA's Insight and ETF based separately managed accounts to the investment community within the New York Metro area. Experienced and proven partnership development and ability of asset growth within single and multi-family offices, institutional clients, Private Wealth, analysts, and home offices with Separately Managed Accounts (SMA), Mutual Funds, Offshore NRA, UCITs, CITs, Closed End Funds, smart beta ETFs, dual accounts and Alternative Investments (liquid and LP). Series 7, 63, 65 and 24 LicensesCertified Investment Management Analyst, CIMA®The Wharton School, University of PennsylvaniaAccredited Investment Fiduciary, AIF®FI360

Sean Gillooley, Cima, Aif's Current Company Details
Richard Bernstein Advisors

Richard Bernstein Advisors

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Portfolio Specialist, Richard Bernstein Advisors
Sean Gillooley, Cima, Aif Work Experience Details
  • Richard Bernstein Advisors
    Portfolio Specialist
    Richard Bernstein Advisors Jan 2019 - Present
    New York, Ny, Us
    Portfolio Specialist
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  • Principal Global Investors
    Sr. Director-Wealth Management
    Principal Global Investors Mar 2010 - Dec 2018
    Des Moines, Iowa, Us
    Sr. Director-Wealth Management, New York Metro; responsible for SMAs, mutual funds, CITs, dual accounts, UCITs and smart beta ETFs, platforms and relationships including wirehouse, RIAs and smaller BDs.
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  • Cohen & Steers
    Vice President, Regional Sales Director For Metro New York
    Cohen & Steers Aug 2009 - Feb 2010
    New York, Ny, Us
    View
  • Blackrock
    Vice President, Regional Director, Connecticut And Westchester County, Ny
    Blackrock Nov 2000 - Mar 2009
    New York, Ny, Us
    Responsible for working with Wirehouses, Independant Financial Advisors, Banks and family offices in the Connecticut and Westchester County, NY as the External Wholesaler. Previous to this role, Sean worked on the sell-side sales of mutual funds, hedge funds, closed-end funds, SMA's and supporting efforts as an Internal Sales Consultant. Sean joined BlackRock in November of 2000 to help cover BlackRock sales to broker/dealer advisors and planners in the New York Metropolitan area. Sean graduated with a BS in Marketing from Fordham University. He earned his Certified Investment Management Analyst (CIMA) designation through the Investment Management Consultants Association in conjunction with the Wharton School at the University of Pennsylvania. He holds the Series 7, 24, 63 and 65 securities licenses
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  • Neuberger Berman
    Senior Client Service Manager
    Neuberger Berman Jan 1996 - May 2000
    New York, Ny, Us
    Served as Team Manager
    View

Sean Gillooley, Cima, Aif Skills

Mutual Funds Asset Management Investments Alternative Investments Wealth Management Hedge Funds Practice Management Investment Management Portfolio Management Financial Services Equities Asset Allocation Fixed Income Finance Investment Strategies Capital Markets Investment Advisory Management Cima Aif Etfs Separately Managed Accounts Offshore Investments Series 24 Series 7 Multi Asset Investments Home Offices Product Specialists Family Office Risk Management Sales Bloomberg Multi Family Investments Institutional Relations Seperate Managed Accounts

Sean Gillooley, Cima, Aif Education Details

  • The Wharton School
    The Wharton School
    Certified Investment Management Analyst Certification Program
  • Fordham University
    Fordham University
    Bachelor Of Science (Bs)
  • Xavier, High School
    Xavier, High School

Frequently Asked Questions about Sean Gillooley, Cima, Aif

What company does Sean Gillooley, Cima, Aif work for?

Sean Gillooley, Cima, Aif works for Richard Bernstein Advisors

What is Sean Gillooley, Cima, Aif's role at the current company?

Sean Gillooley, Cima, Aif's current role is Portfolio Specialist, Richard Bernstein Advisors.

What is Sean Gillooley, Cima, Aif's email address?

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What is Sean Gillooley, Cima, Aif's direct phone number?

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What schools did Sean Gillooley, Cima, Aif attend?

Sean Gillooley, Cima, Aif attended The Wharton School, Fordham University, Xavier, High School.

What skills is Sean Gillooley, Cima, Aif known for?

Sean Gillooley, Cima, Aif has skills like Mutual Funds, Asset Management, Investments, Alternative Investments, Wealth Management, Hedge Funds, Practice Management, Investment Management, Portfolio Management, Financial Services, Equities, Asset Allocation.

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