Sean Lindenbaum
About Sean Lindenbaum
Sean Lindenbaum serves as the Director of Business Development for the Southeast Division at Dynasty Financial Partners, where he collaborates with the Dynasty Network Development Team to support independent advisors. He has extensive experience in business development and sales, having previously held leadership roles at TD Ameritrade Institutional.
Work at Dynasty
Sean Lindenbaum serves as the Director of Business Development for the Southeast Division at Dynasty Financial Partners. He has held this position since 2022, working remotely from Delray Beach, Florida. In this role, he collaborates with the Dynasty Network Development Team to assist advisors interested in transitioning to a fully independent model. He provides access to flexible capital solutions aimed at helping advisors develop, expand, and scale their businesses. Additionally, he works alongside other business segments within Dynasty to ensure comprehensive service delivery to the Dynasty Network.
Education and Expertise
Sean Lindenbaum earned a Bachelor of Science degree in Business/Managerial Economics from SUNY Oneonta. He furthered his education at The Wharton School, where he completed the Securities Industry Institute (SII) program and obtained a Professional Certificate. His educational background equips him with a strong foundation in business principles and financial markets, enhancing his ability to support advisors in their growth strategies.
Background
Before joining Dynasty Financial Partners, Sean Lindenbaum worked at TD Ameritrade Institutional for 18 years. He began as Vice President of Strategic Sales Planning from 2003 to 2005 and later served as Managing Director of Sales from 2005 to 2021. His extensive experience in the financial services industry, particularly in sales and strategic planning, has informed his current role in business development.
Achievements
In his current position, Sean Lindenbaum is responsible for consulting with advisors seeking to grow their businesses more efficiently, including those considering outsourcing options. He plays a key role in supporting Dynasty's strategic growth plan by assisting advisors in building and enhancing their business operations. Additionally, he is involved in providing mergers and acquisitions (M&A) support to firms looking to grow inorganically or plan for succession.