Sean Lenz
Managing Director
- Role
- Managing Director-mo, Eastern Ks at Pacer ETFs
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Sean Lenz
As Managing Director for the the states of Missouri, Kansas, Iowa, and Nebraska my goal is to understand the needs of financial advisors and their clients, and position solutions that help them with their financial goals.I hold both the Series 7 and Series 66 securities registrations.
Experience
Managing Director-mo, Eastern Ks
Feb 2024 — Present · Kansas City, MO, US
External wholesaler for the state of Missouri and Eastern Kansas wirehouses. I provide unique and innovated ETF solutions to financial advisors across the region in a consultative approach.
Education
Missouri Valley College
Business Administration and Management, General
2001 — 2001
University of Missouri-Kansas City
Master of Business Administration - MBA
2019
University of Central Missouri
Bachelor of Science (B.S.), Political Science
2001 — 2006
Skills
- Fixed Annuities
- 401k Rollovers
- Finance
- Portfolio Management
- Retirement Planning
- Mutual Funds
- Risk Management
- Leadership
- Account Management
- Relationship Management
- Financial Advisory
- Powerpoint
- Microsoft Excel
- 401k
- Microsoft Office
- Sales
- Financial Services
- Investments
- Insurance
- Retirement
- Bonds
- Variable Annuities
- Retirement Savings
- Customer Service
- Securities
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