Sean Falzon
About Sean Falzon
Sean Falzon is a Wealth Planning Associate in the Private Wealth Division at UBS, where he has worked since 2020. He has prior experience in various financial roles, including positions at National Securities Corporation and Vector Marketing, and has held leadership positions in Pi Kappa Alpha International Fraternity.
Current Role at UBS
Sean Falzon serves as a Wealth Planning Associate in the Private Wealth Division at UBS. He has held this position since 2020, working in the New York City Metropolitan Area. In this role, he focuses on providing tailored wealth planning solutions to high-net-worth clients, leveraging his expertise in financial advisory services.
Previous Experience at National Securities Corporation
Prior to his current role, Sean Falzon worked at National Securities Corporation. He began as a Stock Broker Trainee from 2016 to 2017, where he gained foundational experience in the financial services sector. He then advanced to the position of Investment Specialist for a five-month period in 2017, further developing his skills in investment strategies and client relations.
Background in Sales Management
Sean Falzon has a background in sales management from his time at Vector Marketing. He worked as a Field Sales Manager from 2014 to 2018, overseeing sales operations in Springfield, New Jersey. His experience in this role contributed to his understanding of sales strategies and team leadership.
Educational Background at Penn State University
Sean Falzon studied at Penn State University from 2013 to 2017, focusing on Economics with a specific emphasis on the Money and Banking module. This academic background provided him with a solid foundation in economic principles and financial systems, which he applies in his professional roles.
Leadership Roles in Pi Kappa Alpha International Fraternity
During his time at Penn State University, Sean Falzon held several leadership positions within the Pi Kappa Alpha International Fraternity. He served as Vice President for five months in 2014, and also held roles as Secretary and Assistant Recruitment Chair in the same year. Additionally, he was involved with the Internal Risk Management Committee of the Penn State Interfraternity Council in 2015.