Sean Lally
Plus aucun poste en cours
Profil
Mr. Sean Lally is Regional Vice President at ICON Advisers, Inc. Prior to joining ICON in 2006, Mr. Lally served as vice president of the managed assets group for McDonald Investments, Inc. He has a wealth of financial services industry experience.
Mr. Lally received a Master’s of Business Administration degree from Cleveland State University and a Bachelor’s Degree in Finance from Xavier University.
He holds FINRA Series 7, 9, 10, 63 registrations and Series 65 Investment Adviser Representative.
He is also a Chartered Mutual Fund Counselor and a Certified College Planning Specialist.
Anciens postes connus de Sean Lally
Sociétés | Poste | Fin |
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McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Corporate Officer/Principal | - |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Sales & Marketing | - |
Formation de Sean Lally
Cleveland State University | Masters Business Admin |
Xavier University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 2 |
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ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Finance |
McDonald Investments, Inc.
McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY). | Finance |