Sean Gorman

Head of Fiduciary & Cross Border Compliance at Rockefeller Capital Managementt

Role
Head of Fiduciary & Cross Border Compliance at Rockefeller Capital Management
Location
Albany, NY, US
LinkedIn followers
500 followers

About Sean Gorman

Chief Compliance Officer with over 15 years of experience managing multifaceted projects in the financial industry with a focus on Private Wealth Management, Capital Markets and Cross Border Compliance. Proven ability to work in unison with Legal, Compliance, Technology and Senior Management.

Experience

  1. Head of Fiduciary & Cross Border Compliance

    Rockefeller Capital Management

    Aug 2024 — Present

    Lead investment advisory compliance program for Rockefeller’s SEC Registered Investment Advisor and Trust Companies.

Education

  • Quinlan School of Business, Loyola University Chicago

    MBA, Finance & International Business

    2000 — 2003

  • University of Iowa

    BA, Political Science

    1994 — 1998

Skills

  • Private Wealth Management
  • Series 7
  • Compliance
  • Back Office
  • Series 9
  • Leveraged Finance
  • Series 24
  • Fund of Funds
  • Investment Advisory
  • Series 10
  • Fixed Income

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Sean Gorman — Head of Fiduciary & Cross Border Compliance at Rockefeller Capital Management in Albany, NY, US | Unifers