Klingman and Associates, LLC
Sean Felipe Kight is a Client Information Systems Specialist at Klingman and Associates, LLC, where responsibilities include the administration of CRM, Financial Reporting, Billing, and Data Aggregation systems since July 2022. Prior to this role, Sean served as an Operations Specialist at RGT Wealth Advisors, focusing on the operational maintenance of client accounts and project collaboration from April 2017 to July 2022. Sean also has experience at Fidelity Investments, where roles included Client Service Representative and Brokerage Operations Representative I between January 2014 and April 2017, providing customer support and account management. Earlier in their career, Sean worked as a Cognitive Skills Brain Trainer at LearningRx, conducting intensive training to improve cognitive skills. Sean holds a Bachelor of Business Administration in Business Economics from the University of North Texas, supplemented by study abroad experience in Economics and Castillian Language & Culture at Universitat Pompeu Fabra, and initial studies in Civil Engineering at Texas Tech University.
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Klingman and Associates, LLC
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/