Sean Forbes

Sean Forbes is a seasoned financial professional with extensive experience in investment analysis and financial planning. Currently serving as a Senior Financial Analyst at AO2 Management since April 2021, Sean has previously held roles as an Investment Analyst at Orin Green Financial and Ameriprise Financial Services, and a Portfolio Management Analyst at LPL Financial. Sean's expertise includes creating customized asset allocation strategies, trading, performance reporting, and managing financial metrics. Earlier in the career, Sean contributed as a Client Contracts Specialist at AMN Healthcare and a Financial Consultant/Assistant Portfolio Manager at Wells Fargo Advisors, where responsibilities included financial analysis, budgeting, and compliance. Sean holds both a Bachelor of Business Administration and a Master of Science in Finance from the University of San Diego.