Profil
Mr. Sean M.
Flatley is an Executive Vice President at Sterling Investment Advisors Ltd. He is also co-founder of the firm.
He has over 15 years of experience in the financial services industry.
He is responsible for both individual and corporate business acquisition and relationship management.
He oversees Sterling’s 401(k), Defined Benefit and corporate retirement plan practices.
He brings design, provider management, compliance and regulatory solutions to his clients.
Prior to founding the firm, Mr. Flatley worked for American Financial Group, Ltd and specialized in corporate retirement sales and servicing.
He is the President of Irish American Business Chamber Network.
He is a graduate of Pennsylvania State University.
Postes actifs de Sean Michael Flatley
| Sociétés | Poste | Début |
|---|---|---|
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Fondateur | 13/03/2000 |
Anciens postes connus de Sean Michael Flatley
| Sociétés | Poste | Fin |
|---|---|---|
American Financial Corp.
American Financial Corp. Property/Casualty InsuranceFinance Provides property and casualty insurance services | Corporate Officer/Principal | - |
Formation de Sean Michael Flatley
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
American Financial Corp.
American Financial Corp. Property/Casualty InsuranceFinance Provides property and casualty insurance services | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. Investment ManagersFinance Sterling ascertains each client’s financial goals and investment objective(s) and then allocates the client’s assets consistent with their designated investment objective(s). Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, the firm develops each client’s personal investment policy and creates and manages a portfolio, which may include the individual’s personal 401k assets, based on that investment policy. | Finance |
















