Sean Marriott, Cfa
About Sean Marriott, Cfa
Sean Marriott, CFA, serves as the VP of Sales at Canalyst and has extensive experience in financial services, including roles at Morningstar, Credit Suisse, and Scotiabank. He has a strong track record in sales, client relations, and financial analysis, consistently exceeding sales targets and contributing to revenue growth.
Current Role at Canalyst
Sean Marriott serves as the Vice President of Sales at Canalyst, a position he has held since 2016. In this role, he is responsible for driving sales strategies and managing client relationships. His experience in the financial services sector contributes to his ability to understand market dynamics and investor needs, which is essential for promoting Canalyst's offerings.
Previous Experience in Financial Services
Before joining Canalyst, Sean Marriott held various positions in reputable financial institutions. He worked at Credit Suisse as Vice President of Institutional Equity Sales from 2007 to 2013 and as an Analyst in Equity Research from 2004 to 2007. Additionally, he served as Vice President of Business Development at Morningstar from 2018 to 2021 and as Director of Business Development for one year prior. His career also includes roles at Desjardins and Scotiabank, where he focused on institutional sales and financial analysis.
Education and Professional Qualifications
Sean Marriott holds a Bachelor of Arts in Economics from Western University. He is also a Chartered Financial Analyst (CFA), having studied at the Association for Investment Management and Research. These qualifications provide him with a solid foundation in financial analysis and investment principles.
Sales Achievements and Performance
Throughout his career, Sean Marriott has demonstrated a strong ability to exceed sales targets. Notably, during his tenure at Morningstar, he achieved above 100% of sales targets in 2018, 2019, and 2020, with an average of 120%. He also secured three significant deals for Morningstar's index team globally, showcasing his effectiveness in driving sales and client engagement.
Analytical Skills and Market Insights
Sean Marriott possesses a strong track record in analyzing macroeconomic trends, sector performance, and company fundamentals. His expertise in forecasting earnings and cash flow for valuation estimates is a key asset in his roles. This analytical capability supports his efforts in bringing new products to market that align with investor needs and business objectives.