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Name
Sean Klock
Title
VP, Head of Workplace Regional Sales
Bio
Sean Klock brings over 12 years of investment experience to his role as VP, Head of Workplace Regional Sales for Morningstar’s retirement solutions group. Sean and his team work to promote and implement Morningstar’s industry leading plan sponsor and participant level fiduciary offerings. Most recently, he served as a Sales Director for Morningstar’s Institutional Sales group working with clients in New York, New Jersey and Long Island. Prior to that, he served as a Regional Sales Director for Morningstar Investment Services (MIS) working with fee-based independent broker-dealers, advisors, and RIA’s looking to partner with Morningstar for their turn-key asset management program.
He currently holds a Bachelor's degree from Fairfield University in Fairfield, CT, and the CFP® and CIMA® designations. In addition, Sean has successfully completed the Series 6, 63, & 65 license exams.
He currently holds a Bachelor's degree from Fairfield University in Fairfield, CT, and the CFP® and CIMA® designations. In addition, Sean has successfully completed the Series 6, 63, & 65 license exams.
