Director of Client Service and Operations
Sean Fitzgerald serves as the Director of Client Service and Operations leveraging over 15 years of experience in the financial services industry. In this capacity, he leads the client service team and manages day-to-day operations, ensuring efficiency and delivering outstanding client service. He is focused on driving operational excellence and strengthening client relationships. He also provides direction and oversight to the administrative side of the firm.
Sean works closely with clients and advisors on operations-relations tasks, as well as takes care of client support issues. His responsibilities including maintaining our portfolio management system and CRM, ensuring data accuracy and integrity, and managing quarterly performance reporting.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.