Sean McDonald Email

Investment Operations and Client Services Specialist @ Heritage Investors Management Corporation

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Sean McDonald Location

Arlington, VA, US

Sean McDonald Work

Investment Operations and Client Services Specialist @ Heritage Investors Management Corporation
2022 - now Intern @ The Cadmus Group
2024 - now Intern @ VWG Wealth Management

2018 - 2022 Project Assistant @ Wheelhouse Group
2019 - 2020 Restaurant Cashier @ District Taco

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Sean McDonald Education

Virginia Tech
Investment Management and Chartered Financial Analyst (CFA) (Finance)
2021 - 2025
Virginia Tech
Bachelor of Arts - BA (Spanish Language and Literature)
2021 - 2025
Universidad de Oviedo
Study Abroad (Spanish Language and Literature)
2023 - 2023

Washington-Lee High School
High School Diploma
2017 - 2021

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Sean McDonald Summary

Sean McDonald, based in Arlington, VA, US, is currently a Investment Operations and Client Services Specialist at Heritage Investors Management Corporation. Sean McDonald brings experience from previous roles at The Cadmus Group, VWG Wealth Management, Wheelhouse Group and District Taco. Sean McDonald holds a 2021 - 2025 Investment Management and Chartered Financial Analyst (CFA) in Finance @ Virginia Tech. Sean McDonald has 2 emails on RocketReach.

Sean McDonald Emails

Found 2 emails

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Top Heritage Investors Management Corporation Employees

Sophia Colas

Chief Compliance Officer at Heritage Investors Management Corporation

Washington, DC, US
2
- aol.com
- heritageinvestors.com
3
- 770728XXXX
- 404216XXXX
- 770728XXXX
Craig Lukin

Portfolio Manager at Heritage Investors Management Corporation

Bethesda, MD, US
1
- heritageinvestors.com
3
- 301706XXXX
- 301299XXXX
- 301656XXXX
Ben Robbins

Analyst at Heritage Investors Management Corporation

Chicago, IL, US
2
- 423718XXXX
- 802299XXXX
Sean McDonald

Investment Operations and Client Services Specialist at Heritage Investors Management Corporation

Arlington, VA, US
2
- hightoweradvisors.com
- heritageinvestors.com
Daniel Akasa

Investment Operations and Client Services Specialist at Heritage Investors Management Corporation

Montgomery Village, MD, US
2
- yahoo.com
- heritageinvestors.com
3
- 301330XXXX
- 301987XXXX
- 240216XXXX
Jasmine Tiamfook

Client Services and Operations Analyst at Heritage Investors Management Corporation

Ellicott City, MD, US
1
- goalvestadvisory.com
1
- 212470XXXX
Scott Wilson

Portfolio Manager at Heritage Investors Management Corporation

Washington, DC, US
1
- heritageinvestors.com
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- 240396XXXX
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Jacqueline Estrada

Investment Operations and Client Services Specialist at Heritage Investors Management Corporation

Washington, DC, US
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Rod Hamilton

Investment Operations and Reporting Specialist at Heritage Investors Management Corporation

Washington, DC, US
1
- 516316XXXX

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