Sean Conti serves as a Director of Corporate Development at Credent Wealth Management. His team leads the strategic lift-out of advisors and teams, assessing and implementing succession plans for advisors, as well as RIA firm acquisitions across the U.S.
Prior to joining Credent in 2021, he was Vice President of Field Development at AIG. Sean was also an advisor consultant at Fidelity Investments where he spent 15 years and worked with RIAs while there and at other firms. Sean started his own consulting firm, 3266 Partners, LLC, which provided services to RIAs, broker-dealers, and TAMPs in the areas of client service, strategic acquisitions, maximizing & discovering hidden income opportunities and operations efficiency. He has spoken at numerous industry conferences on these subjects.
Sean earned his bachelor’s degree from Texas Tech University.