Sean Flory

About Sean Flory

Financial services leadership professional recognized for developing and leading high-performing teams and employees. Collaborative business partner and strategic thinker with the ability to build effective cross-functional business relationships that are designed to assist teams and individuals in exceeding goals and expectations. Integral member of start-up teams/groups for TIAA-CREF and for The Vanguard Group.Currently responsible for working with all levels of management both inside and outside my department to ensure optimal level of organizational effectiveness. FINRA Series 7, FINRA Series 24, Series 4, Series 63, Series 65 Six Sigma Green Belt. Specialties:• Wealth Management and Retirement Planning Strategies • Competitive Research and Analysis • Design, Development and Launch of Innovative New Products and Procedures • Client and Industry Segmentation •

Experience

1. Director, Advice Product Management

   TIAA

   Feb 2021 — Present

   Leader in developing and driving Lifetime Income Planning across the organization. Providing coaching, training and expertise to areas of management and field representation. To ensure clients achieve maximum retirement outcomes and benefits from guaranteed income sources.

Education

• Western Michigan University

  BA, Organizational Communication, General

  1990 — 1994

• Traverse City Senior High

  H.S. Diploma, General Studies

  1986 — 1990