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Sean Spellman

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Sean Spellman is a highly accomplished Senior Investment Product & Relationship Manager with a strong background in building strategic relationships and driving product awareness.

With over 15 years of experience, Sean has demonstrated expertise in developing relationships with key stakeholders in investment management firms, retail distribution channels, and institutions.

He is skilled in working closely with investment committees, senior management, legal, and sales teams to formulate effective marketing initiatives and negotiate marketing support contracts.

Sean Spellman possesses a proven track record in launching innovative investment products, optimizing product platforms, and generating marketing revenue for Broker Dealers.

His extensive experience includes product due diligence, monitoring regulatory changes, understanding corporate structures, industry trends, and product specifications.

Sean pursued his education at Rutgers University, where he studied Bachelor's degree in Criminalistics and Criminal Science, as well as Sociology at Rutgers, The State University of New Jersey-New Brunswick.

His professional journey includes roles such as Vice President, Institutional Account Manager at Pershing (a BNY Mellon company), Senior Business Development Director - US Asset Management at SEI, and various financial advisor positions at reputable institutions like MetLife Securities, PNC Investments, Hudson Trader Investment, and Wachovia Bank.

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Location

Greater Philadelphia Area