20+ years of Financial Experience

CPA – Certified Public Accountant

MBA – UC Berkeley

BS – Accounting and Spanish – University of Oregon

 

Sean is a husband and father of two girls. He graduated from the University of Oregon with majors in Accounting and Spanish. He has an MBA from Berkeley, is a CPA and has over 20 years of Finance experience. Sean started his career in public accounting working at Andersen and KPMG. He then held various financial roles in accounting, financial planning, analysis and forecasting at Lam Research and Netflix. In his last 6 years at Netflix he was in charge of Global Treasury and Finance Operations. 

 

During his time at Netflix he managed the Cash and Investment Portfolio, chaired the 401k Committeeadministered the Stock Options program and oversaw employee benefits, like healthcare and life insurance

Lake Tahoe

Sean with wife Lorena and daughters Camila and Ariana. 

“I grew up in Oregon, now live in California and have lived in Spain, Mexico and Chile, where I met my wife Lorena. We live in Almaden (South of San Jose). We take pride in supporting our kids schools, extracurricular activities and community. In addition to her full time job as a Marketing Director at Pitney Bowes, Lorena is also a Board Member of Almaden Softball league, certified Yoga instructor and the best mother and wife one could wish for.  I want to experience life to the fullest and try to never say “no” to a new adventure. I’m an avid road biker, mountain biker, runner, swimmer (yes I’ve done a lot of triathlons), traveller, huge downhill skier and snowboarder, I have a passion for motocross, and I love to play the piano and guitar. Lately I’ve picked up golf again with entire family. My favorite TV shows are Billions, Ozark, Altered Carbon, and with kids Modern Family.  

 

Why Financial Advisor? I get to read, study and talk about the financial world all day long and best of all I know that the work I do every day is making lasting meaningful positive impact on those I work with.