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

Thank you for your Recommendations, but due to Compliance regulations within my company, I cannot accept them.

Experience

  1. Director of Operations, Sr Partner

    Blue Trust

    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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Sean Mansell — Director of Operations, Sr Partner at Blue Trust in Indianapolis, IN, US | Unifers