University of Nevada-Reno

Executive Vice President at SignatureWealth Partners

Chicago, Illinois, United States

Participate as a member of the Executive Management Team of SWP, develop strategies for growing the business of SWP, including the creation of new business models and recruiting advisors to those models.
Manage SignatureWealth Partners, the independent RIA, and serve as advisor to the Executive Management Team concerning the overall registered investment advisor business of SWP.

SignatureWealth Partners

Executive Vice President-Sales & Recruiting

Managing Director

Sean Mullen is an Ambassador for AdvicePeriod responsible for advisor sourcing and transitioning. His team seeks out like minded advisors who want to grow and simplify their business while building an asset they own.

Sean has a history of building successful solutions that empower advisors. He was previously an architect of Fortigent's UMA platform and a senior sales executive of Envestnet. Most recently Sean led business development efforts for FinTech platform FolioDynamix.

An excellent speaker and writer, Sean has delivered articles and presentations on such timely topics as UMA technology, robo-advice, and reaching millennial investors. Sean earned a BA in Foreign Languages & Literatures from the University of Nevada. He holds the Certified Private Wealth Advisor (CPWA®) and Certified Investment Management Analyst (CIMA®) designations.

AdvicePeriod

National Account Sales

Source and develop new opportunities with independent and regional broker/dealers, and RIA consolidators interested in partnering with Envestnet (Formerly FolioDynamix). Priorities include increasing platform AUM, increasing adoption of the technology platform in the Advisory marketplace, and responding to the new requirements imposed on the industry by the regulatory agencies.

Envestnet, Inc

SVP, Business Development-Enterprise

Source and develop new institutional opportunities with Independent Broker/Dealers, Regional Broker/Dealers and Global Financial Institutions. Priorities include increasing platform AUM, implementing digital advice solutions and financial planning tools, and converting assets to 3rd party management to increase Advisors' productivity. Envestnet's platform of advanced research, portfolio, practice management and reporting solutions provides firms with the capabilities and support needed to deliver excellence in wealth management.

SVP, Business Development & Head of Sales at Envestnet - Logix

Source new RIA opportunities for the North Central, Heartland and Mid-Atlantic regions, as well as expand the Envestnet solutions set for existing Advisors.

SVP, Business Development-RIA - High Net Worth Advisory

Co-architect and business development officer of the Unified Managed Account platform at Fortigent.  Key emphasis on increasing RIA utilization rates of the Fortigent proprietary UMA offering.

Fortigent, LLC

Director, Unified Managed Accounts

Built processes and procedures for account opening, trading and rebalancing of multi-managed accounts for ultra high net worth individuals.  Led a team of professionals in offices across the country for a rapidly growing Registered Investment Advisor with multiple billions under management.