We are very excited to have Sean join our team. He brings industry experience and a wealth of knowledge along with a passion for the business.
North Little Rock, Arkansas (PRWEB) January 05, 2015
Sean Conti, CRPC®, has joined Sowell Management Services, a fee-based third-party investment management firm, as Senior Vice President, Broker-Dealer Relations. In his new role, Conti will focus on deepening existing advisory department and rep relationships in the broker-dealer channel, as well as growing new rep relationships. Conti will also draw on his extensive experience in the tax-exempt markets to increase Sowell’s visibility and AUM in that area.
“We are very excited to have Sean join our team,” said Bill Sowell, president of Sowell Management Services. “He brings industry experience and a wealth of knowledge along with a passion for the business. Our clients will truly benefit from this relationship.”
Conti has 19 years of experience in financial services, particularly in the areas of mutual fund and RIA wholesaling, relationship management, and retirement plan administration. Prior to joining Sowell Management Services, he was Vice President of U.S. Markets at Actinver Securities. He’s also held positions at Fisher Investments, Fidelity Investments and American Express. His experience includes working with plan sponsors (both qualified and non-qualified) as well as designing and presenting income planning strategies with a focus on retirement income.
Conti’s background also includes developing and building broker/dealer platforms as well as designing and implementing sales and service metrics. He earned a bachelor of science from Texas Tech University and an MBA Certificate from Tulane University and is a member of the Financial Planning Association.
About Sowell Management Services
Sowell Management Services is a fee-based third-party management firm with investment portfolios for individuals, retirement plans, corporations, trusts, foundations and institutions. As a third-party manager, Sowell Management Services manages assets for industry professionals through a network of some of the industry’s largest and most respected independent broker/dealers. To learn more, visit http://www.sowellmanagement.com.
Bill Sowell, President
7301 River Pointe Drive
North Little Rock, Arkansas 72113