Jan 2019 - Present
AeroLeads people directory · profile
Sean Gillooley, Cima, Aif Email & Phone Number
Portfolio Specialist, Richard Bernstein Advisors
at
Richard Bernstein Advisors
1 work email found
@rbadvisors.com
2 phones found area 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Specialist, Richard Bernstein Advisors
Location
New York, United States
Who is Sean Gillooley, Cima, Aif? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sean Gillooley, Cima, Aif is listed as Portfolio Specialist, Richard Bernstein Advisors at Richard Bernstein Advisors, based in New York, United States. AeroLeads shows a work email signal at rbadvisors.com, phone signal with area code 212, and a matched LinkedIn profile for Sean Gillooley, Cima, Aif.
Sean Gillooley, Cima, Aif previously worked as Portfolio Specialist at Richard Bernstein Advisors and Sr. Director-Wealth Management at Principal Global Investors. Sean Gillooley, Cima, Aif holds Cima, Certified Investment Management Analyst Certification Program from The Wharton School.
Company email context
Email format at Richard Bernstein Advisors
This section adds company-level context without repeating Sean Gillooley, Cima, Aif's masked contact details.
*@rbadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sean Gillooley, Cima, Aif. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Mutual Funds, Asset Management, Investments, Alternative Investments, and 31 others.
Current workplace
Sean Gillooley, Cima, Aif's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Sean Gillooley, Cima, Aif work experience
A career timeline built from the work history available for this profile.
Sr. Director-Wealth Management
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.
Mar 2010 - Dec 2018
Vice President, Regional Sales Director For Metro New York
Aug 2009 - Feb 2010
Vice President, Regional Director, Connecticut And Westchester County, Ny
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
Nov 2000 - Mar 2009
Jan 1996 - May 2000
3 education records
Sean Gillooley, Cima, Aif education
Cima, Certified Investment Management Analyst Certification Program
The Wharton School
Bachelor Of Science (Bs)
Fordham University
Education record
Xavier, High School
FAQ
Frequently asked questions about Sean Gillooley, Cima, Aif
Quick answers generated from the profile data available on this page.
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 Richard Bernstein Advisors?
Sean Gillooley, Cima, Aif is listed as Portfolio Specialist, Richard Bernstein Advisors at Richard Bernstein Advisors.
What is Sean Gillooley, Cima, Aif's email address?
AeroLeads has found 1 work email signal at @rbadvisors.com for Sean Gillooley, Cima, Aif at Richard Bernstein Advisors.
What is Sean Gillooley, Cima, Aif's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Sean Gillooley, Cima, Aif at Richard Bernstein Advisors.
Where is Sean Gillooley, Cima, Aif based?
Sean Gillooley, Cima, Aif is based in New York, United States while working with Richard Bernstein Advisors.
What companies has Sean Gillooley, Cima, Aif worked for?
Sean Gillooley, Cima, Aif has worked for Richard Bernstein Advisors, Principal Global Investors, Cohen & Steers, Blackrock, and Neuberger Berman.
How can I contact Sean Gillooley, Cima, Aif?
You can use AeroLeads to view verified contact signals for Sean Gillooley, Cima, Aif at Richard Bernstein Advisors, including work email, phone, and LinkedIn data when available.
What schools did Sean Gillooley, Cima, Aif attend?
Sean Gillooley, Cima, Aif holds Cima, Certified Investment Management Analyst Certification Program from The Wharton School.
What skills is Sean Gillooley, Cima, Aif known for?
Sean Gillooley, Cima, Aif is listed with skills including Mutual Funds, Asset Management, Investments, Alternative Investments, Wealth Management, Hedge Funds, Practice Management, and Investment Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial