Sean is focused on supporting retirement plan sponsors in all aspects of the fiduciary due diligence process, including plan design, investment due diligence, plan fee reviews, industry trends, and participant communication and education. He also assists in conducting request for proposals, contract and fee negotiations, and vendor implementations, as well as ensuring the successful delivery of vendor services.
Sean has over ten years of experience in various levels of retirement plan management and administration. Prior to joining Cammack Retirement, he worked as a project specialist for a 401(k) plan recordkeeper and acted as an analyst for a large Multiple Employer Plan. Sean received his Bachelor of Arts in History from The State University of New York at Geneseo.
- Securities and investment licenses: Series 6, 63 and 65
- Life and Accident & Health licenses
- Registered Representative with the Financial Industry Regulatory Authority (FINRA)
- Qualified 401(k) Plan Administrator (QKA®)