Sean Bevan Location
- Palo Alto, CA, US
Sean Bevan Work
- 2026 -now Senior Private Banker - Law Firm Group @
- 2021 -2026 Lead Wealth Management Banker - Law Firm Group @
- 2015 -2020 Senior Private Banker @
- 2010 -2015 Senior Commercial Relationship Manager @
- 2004 -2007 Legislative Page @
Sean Bevan Education
- University of California, Los Angeles
(Financial Planning and Services)
- The Ohio State University
Bachelor of Business Administration
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 and U.S. House of Representatives. Sean Bevan holds a University of California, Los Angeles. With a robust skill set that includes Customer Relationship Management (CRM), Risk Management, Commercial Banking, Finance, Leadership and more. Sean Bevan has 3 emails on RocketReach.
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