Equity Partner and Senior Portfolio Manager @ (January 2024 - August 2024)
Senior Portfolio Manager @ (January 2020 - January 2024)
Portfolio Analyst @ (August 2016 - January 2020)
Leadership Development Program @ (July 2014 - August 2016)
Private Banking @ (June 2013 - August 2013)
Intern @ ShortForm/Revision3 (May 2012 - August 2012)
Sean Whitney Education
Marquette University
Bachelor's degree (Finance, General)
2010-2014
Saint Ignatius College Prep 2006-2010
Northwestern University - Kellogg School of Management
Masters of Business Administration
Sean Whitney Skills
Chartered Financial Analyst
Financial Statement Analysis
Certified Financial Planner
Research
Financial Analysis
Social Media
Blogging
Portfolio Management
Finance
Financial Modeling
Financial Services
Asset Management
Microsoft Excel
Microsoft Office
PowerPoint
Microsoft Word
Facebook
Bloomberg
Time Management
Customer Service
Leadership
Management
Public Speaking
Investments
Sean Whitney Summary
Sean Whitney, based in Chicago, IL, US, is currently a Senior Vice President, Senior Relationship Manager at CIBC Private Wealth US. Sean Whitney brings experience from previous roles at MainStreet Investment Advisors, LLC and MB Financial Bank. Sean Whitney holds a 2010 - 2014 Bachelor's degree in Finance, General @ Marquette University. With a robust skill set that includes Chartered Financial Analyst, Financial Statement Analysis, Certified Financial Planner, Research, Financial Analysis and more. Sean Whitney has 3 emails and 1 mobile phone numbers on RocketReach.
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