Sean Powell

Background

About Sean Powell

I returned to my passion for investments and retirement planning as a Planning Consultant with Fidelity Investments - Colorado Springs. I left Guaranteed Rate as a Licensed Sales Assistant with my MLO license, acting as main point of contact in managing a yearly pipeline of over 200 mortgage loans. Prior to GR, I was with T. Rowe Price as a Senior Financial Consultant holding the Series 7 and 66 license designations. With five years of financial industry experience, I’ve excelled in delivering outstanding customer service to our high net worth clients, as well as discovering sales and asset acquisition opportunities. Trained and experienced in Salesforce CRM software. Prior to a career in financial services, I have worked as a territory account manager for Class C Solutions Group, a division of MSC Industrial, where I would juggle sales opportunities, supply chain support, and direct customer service for some of the largest industrial accounts in the Denver area. Graduated from Colorado State University in May, 2013 with bachelors degrees in general philosophy and business management, as well as certificates in entrepreneurship and human resource management.