Sean Mansell
Director of Operations, Sr. Partner at Blue Trust - Indianapolis
- Role
- Director of Operations, Sr Partner at Blue Trust
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Sean Mansell
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Experience
Director of Operations, Sr Partner
Jan 2023 — Present · Indianapolis, IN, US
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services• Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
Education
Taylor University
BS, Business Administration, Computer Systems
1997 — 2001
Skills
- Asset Allocation
- Portfolio Management
- Hiring
- Financial Modeling
- Equities
- Fixed Income
- Operations Management
- Finance
- Leadership
- Asset Management
- Investments
- Fixed Income Portfolio Management
- Investment Management
- Management
- Alternative Investments
- Project Management
- Strategic Planning
- Wealth Management
- Financial Planning
- Personal Tax Planning
- Estate Tax Planning
- Accounting
- Financial Analysis
- Family Office
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