Senior Operations Associate
Sean Fitzgerald is the Senior Operations Associate with 10 years of experience across the financial services industry working in operations and client service. Sean works closely with clients on operations related questions and takes care of related client support issues. His responsibilities include maintaining the data within our portfolio management software, processing money movement, opening and funding new accounts, quarterly performance reporting and general support for the client advisors. Sean also works directly with our custodians to process client requests and maintain client’s accounts.
Sean began his career at Morgan Stanley in Baltimore as trading assistant for the foreign exchange desk. Prior to joining WGCA, Sean was a client service associate in derivatives clearing and foreign exchange prime brokerage at JP Morgan Chase in New York. There, he covered large institutional clients such as hedge funds, asset management firms, banks and broker-dealers.
Sean holds a BBA in Business Administration from Loyola University Maryland. In addition, he holds his Series 65 license and is registered as an investment advisor representative.