Sean K. is an experienced financial services professional with a demonstrated record of success in sales and territory management. Currently serving as Associate Vice President at Annuity Agents Alliance since March 2021, Sean has previously held roles including Regional Wholesaler at Transamerica, where notable achievements included growing sales from zero to over $12 million in eight months. With a strong background in wealth management, having managed over $330 million at TIAA, and a history of exceeding sales goals at Fidelity Investments and Merrill Lynch, Sean is skilled in consultative sales processes, client relationship management, and strategic growth initiatives. Sean holds a Bachelor of Science degree in Business, Management, Marketing, and Related Support Services from California State University, Long Beach.
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