Client Service Associate
Sean joined the Mallard team in 2018 as our new Client Services Associate.
In May 2018, Sean graduated from West Chester University with a Bachelor’s degree in the fields of Economics and Finance, magna cum laude. He has previously worked as a wealth management intern at Merrill Lynch, and as an assistant to his father, who holds the CFP® designation and runs his own advisory firm.
Sean will be assisting the Financial Planning team with their daily operations, and he hopes to obtain the CFP® certification in a few years.
He was raised in Media, Pennsylvania, with his two brothers. He loves spending time with his two cats, Leo & Benji. In his free time, Sean enjoys playing baseball, practicing guitar, attending concerts, snowboarding & surfing, and connecting with his family and friends!