What is Cfp Sean Klock Cima Aif email address?

Cfp Sean Klock Cima Aif's primary email address is ******@ccsgc.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Sean Klock Cima Aif work for?

Cfp Sean Klock Cima Aif is a SVP, Institutional Business Development at Morningstar, a company specializing in Investment advice.

Where Cfp Sean Klock Cima Aif graduated from?

Cfp Sean Klock Cima Aif holds a degree in Double Major In History And Politics With A Minor In Irish Studies from Fairfield University.

How can I directly contact Cfp Sean Klock Cima Aif?

To contact Cfp Sean Klock Cima Aif directly, you can use the email address ******@ccsgc.org. Complete contact information is available upon registration with Muraena.

Who is Cfp Sean Klock Cima Aif?

Sean Klock is a seasoned financial services professional with over 16 years of experience in institutional business development, particularly in the retirement solutions sector. As the Senior Vice President at Morningstar Investment Management, he leads efforts to enhance client relationships and drive growth in assets under management. His expertise spans a wide range of retirement-related services, including fiduciary services and managed accounts. Sean holds multiple prestigious certifications, including CFP, CIMA, and AIF, which underscore his commitment to professional excellence. Beyond his corporate role, he actively contributes to community organizations like Boys Hope Girls Hope and Catholic Charities, showcasing his dedication to social impact. His educational background includes a double major in History and Politics from Fairfield University, providing a unique perspective on the intersection of finance and public policy. Sean's blend of technical knowledge and leadership experience positions him as a key player in the financial advisory landscape.