Sean Cates
Vice President, Senior Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Sean Cates
Sean has been in the financial services industry since 1998, previously with Goldman…
Experience
Senior Financial Advisor, Vice President
May 2011 — Present
Education
Baylor University
Bachelor's Degree
1996 — 1998
Skills
- Equities
- Valuation
- Wealth Management
- Hedge Funds
- Licensed Life Insurance Agent
- Bonds
- Strategic Financial Planning
- Investments
- Trusts
- Derivatives
- Financial Analysis
- Series 7
- Private Banking
- Asset Management
- Venture Capital
- Estate Planning
- Financial Markets
- Retirement Planning
- Investment Banking
- Alternative Investments
- Asset Allocation
- Investment Advisory
- Special Needs Trusts
- Asset Managment
- Portfolio Management
- Irrevocable Life Insurance Trusts
- Series 63
- Mortgage Lending
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