· Analyze, design, develop, and deploy software tools for Financial Advisors programming in Visual Basic .Net, Microsoft Office (Excel and Word), VBA, and MS SQL. · Work with clients to build turn-key systems customized to the client’s needs. · Build interfaces between Broker/Dealer back-office systems and customized client systems. · Provide on-going support and training either via on-site sessions or online via remote control technologies. A CFP® certificate holder with 15 years experience supporting the Financial Advisor community. Prior to founding Financial Planning Technologies, Sean worked for Raymond James Financial, Inc. in various positions for 11 years.