2019 Fall Conference Speaker

As Director, Technology & Operations for Sequoia Financial Group, Shaun is highly involved in technology systems, training and support that help drive their client service. He approaches problems and solutions from an operational perspective, having spent much of his Sequoia career managing the operations service team. Shaun received both his B.A and MBA from the University of Akron and maintains his certification as a Human Capital Strategist (HCS). As a technology and operational expert, Shaun has a broad spectrum of experience including, co-authoring, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond”, current member of The University of Akron's Finance Advisory Board, recipient of the Outstanding Financial Professional of the Year by the University of Akron’s Department of Finance, and founder of High Impact Financial Operations Network (HIFON).