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Sean McGarry

First Vice President, Retirement Plan Services Manager @Rockland Trust

South Easton, MA, US
EMAILS
s••••••••@rocklandtrust.com
MOBILE NUMBERS
+17•••••••94

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WORK HISTORY

Sep 2005 — Present

First Vice President, Retirement Plan Services Manager @Rockland Trust

Many small business owners, CFO\'s and HR Managers are expected to be experts on a multitude of issues facing their employees. My role is to help clients manage their retirement plans fiduciary responsibilities by conducting regular plan reviews and creating a plan for communicating with their employees to make sure they have enough information to make good financial decisions for their future.

EDUCATION

1990 — 1994

Union College

BA, Economics

SKILLS

New Business DevelopmentPensionsRisk ManagementMutual FundsFixed IncomeAsset AllocationInvestment StrategiesFinancial AnalysisSalesRetirementAsset ManagmentRelationship ManagementQualified Retirement PlansRetirement PlanningInvestmentsPortfolio ManagementFiduciary ServicesWealth ManagementCompliance Testing -Qualified PlansBankingStrategic Financial Planning

ABOUT SEAN MCGARRY

Experienced Retirement Plan Consultant that helps CEO’s, CFO’s and HR Managers of small…

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