Sean M. Mullin
Senior Vice President, Market Manager
Address
Portland
222 SW Columbia St
Portland, OR 97201
Financial solutions for high net worth clients and Ultra-high net worth with investible assets of $1MM - $100MM+
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About me
Sean leads a team of Private Banking professionals throughout Northern CA, Northern NV and the Pacific Northwest. Together they are dedicated to providing high-net-worth families, closely-held businesses, and charitable organizations with a full range of customized wealth services including investment management, private banking, trust & estate services and comprehensive wealth planning. Sean joined the BMO organization in 2023 and has over 25 years of experience in the financial services industry.
Prior to joining BMO, Sean worked as a Market Leader with Bank of the West’s Wealth Management Group covering Northern CA & Northern NV. He earned a Bachelor of Arts in Political Science from the University of Virginia and currently holds the Series 9,10, 23, 24, 4, 3, 7, 65 and 66 securities licenses. Sean also holds his life, health and annuities insurance licenses.
Sean stays active in his community as a current Board of Trustees for the Jesuit High School in Sacramento, CA and was the past Chairman for the Make-A-Wish Northeastern CA & Northern NV organization.
Sean and his wife have two teenage boys and make their home in Granite Bay, CA. In his spare time, Sean enjoys running, weight-lifting and coaching.
Prior to joining BMO, Sean worked as a Market Leader with Bank of the West’s Wealth Management Group covering Northern CA & Northern NV. He earned a Bachelor of Arts in Political Science from the University of Virginia and currently holds the Series 9,10, 23, 24, 4, 3, 7, 65 and 66 securities licenses. Sean also holds his life, health and annuities insurance licenses.
Sean stays active in his community as a current Board of Trustees for the Jesuit High School in Sacramento, CA and was the past Chairman for the Make-A-Wish Northeastern CA & Northern NV organization.
Sean and his wife have two teenage boys and make their home in Granite Bay, CA. In his spare time, Sean enjoys running, weight-lifting and coaching.
Services offered
- Wealth Planning
- Banking and Borrowing
- Trust and Estate
- Investment Management
- Retirement Planning
- Philanthropy
- Tax Planning
- Insurance & Risk Management
- Investment Advisory Services
- Family Office Services
- Capital Advisory Services
- Fiduciary Advisory Services