Mr. Cunniff Sean was most recently the Investment Management research leader at the Deloitte Center for Financial Services where he was responsible for driving eminence and thought leadership for the Investment Management practice.
Sean previously served as a SVP for SunGard Financial Systems Wealth & Retirement where he led and managed multiple product lines. Sean has appeared in top media including The Wall Street Journal, Fortune, Investment News, Ignites, and FundFire.
Education: J.D. Law, Suffolk University, BS, History, Boston College
Professional Designations: CFP
Mr. Gentry has prior experience managing a multi-billion dollar pipeline for employee benefit opportunities across all market segments at Bank of America/Merrill Lynch.
He previously worked at Fidelity's Tax Exempt Services Company and National Financial Services, where he managed broker/dealer sales of all NFS retirement products and management of plan participant relationships.
Education: BS, University of Connecticut
Professional Designations: CFP, CEBS, CRPS, AIF
Mr. Macomber established Streamline Partners to provide business consulting and distribution services within the financial services industry. He drives strategy and business expansion for the firm.
Prior Experience as Executive Director, USAA Wealth Management, Vice President Fidelitity Investments, Broker/Dealer, RIA and Private Client Division, SunTrust Bank, oversight of the STIS retirement business, and Merrill Lynch as a Private Wealth Advisor
Education: BS, Finance and Economics, The University of Tennessee at Chattanooga
Mr. Hazo joined Streamline Partners to form the asset management distribution team. Prior to this he worked as SVP, Co-head of DCIO National Accounts at Neuberger Berman, with an additional decade covering major accounts in RIA custody, dicretionary asset management, and independent broker dealers.
He previously was a Vice President at Jackson National, covering banks and credit unions, as well as a PIMCO regional wholesaler covering RIA, IBD, and wirehouse broker/dealers.
Education: BS Clemson University