Management Team
Consulting/Client Service
Sean S. Mullen, CIMA
Director, Institutional ServicesSean Mullen is the Director of Institutional Services for Fortigent. His extensive knowledge of industry operations allows him to consult Fortigent partner Advisors on all operational aspects of the investment process. This includes trading, account opening, money transfers, and compliance. He also coordinates with Fortigent’s custodians, brokers, and asset managers to ensure the best client experience.
Prior to Fortigent, Sean was the Director of Client Services at Lydian Wealth Management for nearly eight years. He was also a junior Private Banker at Riggs & Co. in Washington, DC, and a broker at Dean Witter in Reno, NV. Sean earned a Bachelor of Arts in Foreign Languages and Literatures from the University of Nevada in Reno, and he holds the CIMA designation and Series 3, 7, 31, 63, 65, 66 licenses.
