Sean H.
Director - Performance Reporting @ HB Wealth | CPA, Lean Six Sigma, Passionate about Human Capital and Building Solutions
- Role
- Director - Performance Reporting at HB Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Sean H.
HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. My core competencies are developing automations using Microsoft Power Platform, leading software implementation projects, maintaining alternative investment data, and increasing efficiency across the firm. I work with a team of professionals who are dedicated to enabling modern work and delivering high-quality solutions that meet the needs of our clients and colleagues. I am passionate about learning and growing in general but especially within operations management and people strategy. I am always looking for new challenges and opportunities to improve our processes and outcomes.
Experience
Director - Performance Reporting
Jan 2026 — Present · Atlanta, GA, US
Education
Georgia State University - J. Mack Robinson College of Business
Master's Degree, Accounting
2013 — 2014
University of New Orleans
Bachelor's of Science, Accounting
2011 — 2012
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