Sean Lally
Keine laufenden Positionen mehr
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.
Ehemalige bekannte Positionen von Sean Lally
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vertrieb & Marketing | - |
Ausbildung von Sean Lally
| Cleveland State University | Masters Business Admin |
| Xavier University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
