Sean Bevan Email
Senior Private Banker - Law Firm Group @ Citi
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Sean Bevan Location
- Palo Alto, CA, US
Sean Bevan Work
- Senior Private Banker - Law Firm Group @ (March 2026 - Present)
- Lead Wealth Management Banker - Law Firm Group @ (April 2021 - March 2026)
- Senior Private Banker @ (May 2015 - January 2020)
- Senior Commercial Relationship Manager @ (May 2010 - May 2015)
- Legislative Page @ U.S. House of Representatives (February 2004 - September 2007)
Sean Bevan Education
- UCLA
Financial Planning and Services
- The Ohio State University
Bachelor of Business Administration (Financial Planning and Services)
Sean Bevan Skills
- Customer Relationship Management (CRM)
- Risk Management
- Commercial Banking
- Finance
- Leadership
- Cash Management
- Banking
- Commercial Mortgages
- Lines Of Credit
- Business Relationship Management
- Mitigation Strategies
- Account Management
- Cold Calling
- Loan Origination
- Customer Satisfaction
- Investments
- Mortgage Lending
- Negotiation
- Direct Sourcing
- Treasury Management
- Deposits
- Financial Services
- Wealth Management
- Building Relationships
- Direct Sales
- Real Estate
- Credit
- Financial Analysis
- Customer Acquisition
- Management
- Coaching
- Commercial Insurance
- Credit Analysis
- Retail Banking
- Commercial Lending
- Small Business Lending
- Loans
- Wellness Coaching
- Series 7
- Financial Planning
- Underwriting
- Private Banking
- Commercial Real Estate
Sean Bevan Summary
- Sean Bevan, based in Palo Alto, CA, US, is currently a Senior Private Banker - Law Firm Group at Citi. Sean Bevan brings experience from previous roles at Wells Fargo Private Bank, Wells Fargo Private Bank , Wells Fargo and U.S. House of Representatives. Sean Bevan holds a Financial Planning and Services @ UCLA. With a robust skill set that includes Customer Relationship Management (CRM), Risk Management, Commercial Banking, Finance, Leadership and more. Sean Bevan has 2 emails on RocketReach.
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