SG
 

Sean Gannon

Analyst
PFM Asset Management LLC
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

gannons@pfm.com
407.406.5778 office

Education
B.B.A. in Finance
Stetson University

Professional Designations or Licenses
FINRA Series 6 & 63 Licenses

Started with PFM: 2016

Started in the Field: 2016

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Sean is an analyst in the Orlando, Florida office. His current role consists primarily of providing technical and analytical support for clients based in the Southeast.

Sean’s responsibilities include preparing customized investment performance reports, cash flow modeling, portfolio structuring and restructuring and reviewing investment policies and practices for compliance with state statutes. He assists clients in opening accounts and answering questions about day-to-day account information. He also assists clients in developing banking service Requests for Proposals (“RFP”) and performs the analytical review of the proposals submitted. He works closely with clients, guiding them through the RFP process from the development of the RFP to the award and negotiation of the contract.

SG
 
Contact

300 S. Orange Avenue
Suite 1170
Orlando, FL 32801

gannons@pfm.com
407.406.5778 office

Education
B.B.A. in Finance
Stetson University

Professional Designations or Licenses
FINRA Series 6 & 63 Licenses

Started with PFM: 2016

Started in the Field: 2016

Print/Save as PDF

Download Vcard

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