Client Service and Operations Manager
Sean Fitzgerald brings over 10 years of experience in the financial services industry, working in both operations and client service. He works closely with clients on operations-related questions, as well as takes care of client support issues.
Sean’s responsibilities include maintaining the data within our portfolio management software; processing money movement; opening and funding new accounts; quarterly performance reporting and general advisor support. He also works directly with our custodians to process client requests and maintain client accounts.
His career began at Morgan Stanley in Baltimore, where he served as a trading assistant for the foreign exchange desk. Prior to joining WGCA, he was a client service associate in derivatives clearing and foreign exchange prime brokerage at JP Morgan in New York. There, he covered large institutional clients such as hedge funds, asset management firms, banks and broker-dealers.
Sean holds a bachelor’s degree in business administration from Loyola University (Maryland) with a concentration in international business. Additionally, he’s licensed in FINRA Series 65 and is a registered Investment Advisor Representative.