Sean Doyle
Senior Financial Services Operations Leader
FINRA LICENSES: SERIES 7, SERIES 57, SERIES 24
NOTARY PUBLIC
Sean Doyle is a seasoned financial services leader with over a decade of experience spanning wealth management, institutional operations, and proprietary trading. Currently serving as a Senior Financial Services Operations Leader at Pension Professionals, Sean acts as the central hub between advisors, brokerage firms, clients, and the administrative team.
Sean was drawn to Pension Professionals because of the firm’s deeply personalized approach to wealth management. “Roland believes financial guidance is at its best when it extends beyond numbers and investment products to truly understanding the people behind them—their ambitions, values, families, and long-term aspirations.” For Sean, building genuine relationships and helping clients pursue meaningful financial outcomes creates a far more rewarding and lasting experience for everyone involved.
Prior to his current role, Sean held positions at SS&C, Merrill Lynch Wealth Management, and Key Investment Services, where he developed deep expertise in client relationship management, transaction execution, and financial advisory services.
Sean’s foundation in the markets is rooted in his experience as an equity trader and strategist, where he developed and implemented proprietary trading strategies and managed significant capital flows. He holds multiple industry licenses, including the Series 7, Series 24, Series 57, and SIE. Sean earned his Bachelor of Arts in Political Science from Hunter College, where he was a member of the Golden Key Honor Society, and holds an Associate degree in Film & Media from The Art Institute of Atlanta.
Born and raised in The Hamptons, Sean spent over a decade living in New York City before settling in Rockport, Maine. Outside of his professional work, he brings a uniquely creative background in media, music, and film, having contributed as a producer, writer, and performer. He lives in Rockport with his wife of 15 years, Roiya, their three daughters—Fiona (10), Ava (8), and Riley (4)—and their (mildly cowardly) dog, Mojo.