Sean Mayo, CRPS®

Sean Mayo is a seasoned professional in the retirement industry, currently serving as the Regional Vice President at CUNA Mutual Retirement Solutions, a position he has held since February 2015.1 With over a decade of experience in the field, Sean specializes in helping financial professionals achieve greater success.1

Professional Experience

Sean's career in the financial services industry spans several roles:

1. Regional Vice President at CUNA Mutual Group (February 2015 - Present)

   • Covers Hawaii, Southern California, and Las Vegas
   • Offers a wide array of retirement plan types, including 401(k), ERISA 403(b), DB, cash balance, and non-qualified plans
   • Assists with point-of-sales presentations and provides streamlined on-boarding services1

2. Retirement Services District Manager at ADP (2011 - February 2015)

   • Designed and benchmarked retirement plans
   • Organized client meetings and performed sales presentations
   • Educated owners, advisors, and referring parties through seminars and networking events
   • Achieved top performance, qualifying for President's Club in 20131

3. Senior District Manager at ADP (September 2001 - 2007)

   • Established a sales territory of over 1,200 customers
   • Developed relationships with banks and CPAs
   • Qualified for National President's Club multiple years
   • Awarded "Rookie of the Year 2002" among District Managers1

Education and Certifications

• Bachelor of Business Administration (BBA) in International Business Management from Baylor University (1997-2001)1
• Chartered Retirement Plans Specialist™ (CRPS™) certification from the College for Financial Planning (issued May 2020)1
• FINRA Registered1

Sean Mayo's expertise in retirement solutions, coupled with his track record of success and industry certifications, positions him as a valuable resource for financial professionals and clients seeking comprehensive retirement planning services.