We are pleased to announce the hiring of Sean Powell in the role of Business Development for Northwest Plan Services and CDM Retirement Consultants. Sean comes to us with over 15 years of experience both as an advisor and as a retirement plan sales professional. In his new role, Sean will be responsible for developing and maintaining relationships with financial professionals and assisting them in the acquisition of retirement plan clients. Sean will be based out of Philadelphia and will work predominately on the East Coast. Tom Rouse will continue in his role as Manager of Advisor Support for CDM and NWPS.
“Sean’s experience as a financial advisor, an investment specialist and a retirement plan sales professional makes him well-qualified to serve as a resource for our advisor partners and their clients” said Tim Wulfekuhle, President of Northwest Plan Services. “We are thrilled to welcome him to our team.”
Sean is a graduate of Pennsylvania State University with a degree in Economics with a concentration in Business. He has worked for Lincoln Financial as both a Regional Vice President of Retirement Sales as well as a Managing Principal of the Lincoln Financial Advisors offices in southern Virginia. Most recently, Sean was a Business Development specialist for Vantage Benefits of Dallas, TX marketing their retirement services in the Mid-Atlantic States.