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Sean Oakes

Vice President, Institutional Sales Manager

Experience

  • 17 years of industry experience
  • Joined a predecessor organization in 2003
  • Legg Mason Inc. - Institutional Sales Director, Private Bank Channel
  • Citigroup Asset Management - Investment Director, Citigroup Private Bank
  • UBS Financial Services - Analyst, UBS Wealth Management
  • CIMA from the Wharton School at the University of Pennsylvania
  • BA from Susquehanna University
  • FINRA Series 7, 63, and 65
Sean Oakes


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