Sean McGuire, MBA | CRPC®

12134 Laramie Lane, Lusby, MD 20657

seanmcguire425@gmail.com

(267) 809-3541 (mobile)

OBJECTIVE Apply the intellectual capital I have developed in previous client centric roles and my extensive background in

contract implementation and project administration to secure a position that will utilize my skill sets and offer the

challenge I am looking for to expand my career and broaden my knowledge of all aspects of the financial world.

PROFESSIONAL SUMMARY 14 years’ experience providing needs based solutions to high net worth individuals and institutional clients

Successful track record in new client acquisition and business development

Practice in development and implementation of contracts and monitoring subcontract manager performance

Productive capabilities in managing personnel in cross functional team environments

Earned MBA with distinction with a concentration in finance Proven ability to prioritize and handle multiple assignments/projects under high pressure and tight

deadlines

Highly effective communication and organizational abilities

Strong analytical skills developed from over a decade of portfolio management

Excellent client servicing skills provided in a variety of settings

Proficient with all Microsoft applications (Excel, Sharepoint, Access, and Word)

EDUCATION

Rider University, Lawrenceville, NJ

M.B.A. with distinction, concentration in Finance; GPA: 3.92

Indiana University of Pennsylvania, Indiana, Pennsylvania

Bachelor of Science degree in Management; GPA: 2.40

EMPLOYMENT HISTORY

Citizens & Northern Bank, East Smithfield, PA

Office Manager, Loan Officer

Effectively managed a cross functional team of employees including conducting employee performance

evaluations, determining merit pay increases and establishing rewards based motivational systems

Oversaw all branch operations and security procedures including negotiating agreements with outside

contract employers for maintenance and care of the premises Sharpened client acquisition and relationship management prowess

Gained expertise in collateral, asset, asset and liability analysis including structure and site evaluations to

accurately determine value of subject properties

Developed skill in auditing tax documentation, corporate balance sheets and annual financial reports

Built a comprehensive knowledge of a variety of products to ensure appropriate solution delivery to retail

and institutional clients Expanded presence of the firm through active involvement in the community volunteering and

fund raising for local charitable organizations

Merrill Lynch, Pierce, Fenner & Smith, Yardley, PA Financial Advisor, Chartered Retirement Planning Counselor

Developed a strong understanding of setting project goals on a short intermediate and long term basis and

acquired a significant amount of experience in managing subcontract administrators to ensure required

client returns were met

Honed analytical skills in identifying financial trends in numerous exchange listed companies

Conducted contract construction and implementation through understanding client needs and delivering a

product that exceeded those expectations

Graduated the Merrill Lynch Practice Management Development program which has a 90% failure rate

Exhibited strength in presenting a wide array of project solutions to individual and institutional clientele

Researched current and forecasted economic conditions on domestic and global scales to deliver effective

portfolio management, maximize profits and minimize losses Successfully attracted over $30 million in assets to the firm through networking, relationship development

and self-marketing efforts

Expertly articulated the value of the firm to prospective clients and employees

Senior Associate

Oversaw administration and operations of a $100 million book of assets

Successfully transitioned $30 million in assets from a decommissioned product platform to a platform

increasing overall revenue on those assets by 25%

Demonstrated ability to effectively cross sell product offerings to clients

Pioneered marketing efforts to attract prospective affluent investors’

Became fully registered to trade securities on domestic exchanges

Coordinated hiring of office personnel and support staff

PROFESSIONAL DESIGNATIONS

College for Financial Planning

Chartered Retirement Planning Counselor® Designation

Financial Industry Regulatory Authority (FINRA)

Series 7 General Securities Representative licensed

North American Securities Administrators Association (NASAA)

Series 66 Uniform Combined State Law licensed

State of Pennsylvania

Life and Health Insurance Licensed

ASSOCIATIONS

Free and Accepted Masons of Pennsylvania

COMMUNITY INVOLVEMENT

Muscular Dystrophy Association - Fundraiser

Animal Care Sanctuary - Fundraiser