We aspire to work with independent wealth management brands that believe they can make a difference in the world by helping others.
As a strategic advisor, Sean provides critical insights for Marketing Wiz’s full-stack financial marketing platform. Sean has launched successful digital products within the consumer entertainment, retail, and financial technology space - most recently as a consultant for one of Europe’s largest underwriters. In this role, he worked closely with the engineering, fraud, and predictive modeling teams to ensure this next-generation platform was best in class and the met user needs.
At Marketing Wiz, Sean takes this experience and provides strategic insight covering marketing automation, workflow management, and client engagement initiatives.