Directory

>

Sean O'flaherty

avatar

Sean O'flaherty

Managing Director | World Investment Advisors (formerly Pensionmark)

Eagle, Idaho, United States

View contact details (it's free)

Sean O'flaherty

Summary

Sean O'Flaherty is an accomplished Managing Director at Pensionmark, where he has been instrumental in delivering premier independent retirement plan and investment advisory services since 2011. With a robust background in finance, he specializes in 401(k) management, financial planning, and strategic advisory, leveraging his expertise to navigate the complexities of retirement planning. Sean's leadership is marked by a commitment to integrity and professionalism, which has helped position Pensionmark as a leading consulting firm in the nation. His previous roles include Managing Sales Director at BCG Pension Risk Consultants and President at Corporate Retirement Strategies, showcasing a diverse career trajectory in the financial services industry. Sean holds a Bachelor's degree with a minor in Economics from Saint Mary's College of California. He is passionate about enhancing client outcomes through innovative financial wellness programs and cutting-edge technology. Outside of his professional pursuits, Sean is likely to engage in community activities given his extensive leadership experience.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Sean O'flaherty

Work Experience

company logo

Managing Director at

World Investment Advisors (formerly Pensionmark)

January 2011 - Present

company logo

Managing Sales Director at

BCG Pension Risk Consultants ǀ BCG Penbridge

January 2000 - Present

💼

President at

Corporate Retirement Strategies

May 2004 - December 2010

company logo

Partner at

Business Consultants

January 2000 - April 2004

Logos provided by Logo.dev

Sean O'flaherty

Education

Saint Mary's College of California, Bs With Minor In Economics

January 1982 - January 1986

Frequently Asked Questions about Sean O'flaherty

What is Sean O'flaherty email address?

Sean O'flaherty's primary email address is ****@bcgpension.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sean O'flaherty work for?

Sean O'flaherty is a Managing Director at World Investment Advisors (formerly Pensionmark).

Where Sean O'flaherty graduated from?

Sean O'flaherty holds a degree in Business Administration/Economics from Saint Mary's College of California.

How can I directly contact Sean O'flaherty?

To contact Sean O'flaherty directly, you can use the email address ****@bcgpension.com. Complete contact information is available upon registration with Muraena.

Who is Sean O'flaherty?

Sean O'Flaherty is an accomplished Managing Director at Pensionmark, where he has been instrumental in delivering premier independent retirement plan and investment advisory services since 2011. With a robust background in finance, he specializes in 401(k) management, financial planning, and strategic advisory, leveraging his expertise to navigate the complexities of retirement planning. Sean's leadership is marked by a commitment to integrity and professionalism, which has helped position Pensionmark as a leading consulting firm in the nation. His previous roles include Managing Sales Director at BCG Pension Risk Consultants and President at Corporate Retirement Strategies, showcasing a diverse career trajectory in the financial services industry. Sean holds a Bachelor's degree with a minor in Economics from Saint Mary's College of California. He is passionate about enhancing client outcomes through innovative financial wellness programs and cutting-edge technology. Outside of his professional pursuits, Sean is likely to engage in community activities given his extensive leadership experience.

Sean`s contact details

mail

****@bcgpension.com

**************@pensionmark.com

Colleagues

avatar
Molly Knapp

VP, Financial Services

avatar
Aif Chris Strother

Senior Vice President of Retirement Services

avatar
Bill Alford

Associate Vice President of Wealth Management

avatar
Cfp Clayton Boone Cfa

Managing Director and Chief Investment Officer - Wealth Management at WD Pensionmark

avatar
Claire Chavez

Agency Chief Operating Officer

avatar
Bruce Tobin

Managing Director

View Contact details (it's free)
Request Profile Removal