Shaun is highly involved in Sequoia Financial Group’s technology systems, training, and support that help drive their client and advisor experiences. Although he spent much of his Sequoia career managing the client service team, he is now part of the technology group working on projects and training to advance use of their digital tools.
Shaun founded and continues to run HIFON, an operations networking group of over 240 RIA's from around the country. He also had the privilege of co-authoring "The Financial Advisor M&A Guidebook" with Greg Friedman.
Session Information
Opportunities in Strategy and Operations
This will be an open discussion in which we will prepare and present information to next generation (0-10 years of experience) financial advisory employees on the alternate career paths available in our industry, including all of the following: operations, technology, client services, planning and general management.