Sean Guldi
Chief Investment Officer at Butensky & Cohen Financial Security, Inc.
Sean Guldi active positions
| Companies | Position | Start | End |
|---|---|---|---|
Butensky & Cohen Financial Security, Inc.
 Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients. | Chief Investment Officer | 2013-03-31 | - |
| Director of Investments | 2013-03-31 | - |
Career history of Sean Guldi
Former positions of Sean Guldi
| Companies | Position | Start | End |
|---|---|---|---|
Newport Group Securities, Inc.
 Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Corporate Officer/Principal | 2009-01-31 | 2013-03-30 |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Corporate Officer/Principal | 2008-05-31 | 2009-01-30 |
Training of Sean Guldi
| University of Florida | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Investment Officer | 1 |
| Director of Investments | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Butensky & Cohen Financial Security, Inc.
Butensky & Cohen Financial Security, Inc. Investment ManagersFinance Butensky & Cohen Financial Security, Inc. (dba B&C Financial Advisors) is an independent registered investment advisor headquartered in Ponte Vedra Beach, Florida. The firm was co-founded by Jan D. Butensky and Allan A. Cohen in 1994. B&C Financial Advisors provides investment management and financial planning services to individual and institutional clients. | Finance |
Newport Group Securities, Inc.
Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Finance |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Finance |
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