Overview
Work History
Education
Certification
ADDITIONAL EXPERIENCES & AFFILIATIONS
Timeline
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Sean Rogan

Charlotte,NC

Overview

7
7
years of professional experience
2
2
Certifications

Work History

Internal Wholesaler

Equitable
05.2023 - Current
  • Partner with external wholesalers to drive annuity sales across the New York territory, supporting advisor relationships and revenue growth
  • Manage end-to-end new business pipeline, improving case placement efficiency and reducing processing cycle times
  • Build and maintain relationships with financial advisors through proactive outreach, increasing territory production and pipeline activity
  • Position annuity solutions based on client investment and retirement strategies

Graduate Assistant

Queens Royals Men’s Basketball Team
08.2022 - 04.2023
  • Delivered real-time game analytics to coaching staff, informing in-game adjustments and performance strategy
  • Produced scouting reports and film breakdowns to support opponent analysis and game preparation
  • Led alumni engagement and community outreach initiatives while supporting team logistics
  • Assisted in recruiting operations, including evaluation and coordination of prospective student-athletes

Head Basketball Manager

Charlotte 49ers Men’s Basketball Team
09.2020 - 05.2022
  • Promoted after one season based on leadership and performance
  • Managed daily operations for Division I program, supporting players, coaches, and staff logistics
  • Coordinated team travel (transportation, lodging, meals) for away games and tournaments
  • Supported coaching staff through film analysis and preparation for practices and games

Assistant Manager

Charlotte 49ers Men’s Basketball Team
09.2019 - 03.2020
  • Helped manage all equipment and events associated with the team
  • Prepared facilities for team practice sessions and games within 30 hours a week
  • Used Sportscode software program to record and analyze game and practice film
  • Supported recruiting efforts through athletic engagement and program promotion
  • Contributed to social media initiatives to increase team visibility and engagement

Education

Master of Business Administration -

Queens University – McColl School of Business
12.2024

Bachelor of Science - Business Administration; Finance & Marketing

The University of North Carolina at Charlotte
05.2022

Certification

FINRA Series 6, Series 63, and Securities Industry Essentials (SIE)

ADDITIONAL EXPERIENCES & AFFILIATIONS

  • American Marketing Association
  • UNC Charlotte National Society of Leadership & Success
  • UNC Sports Analytics Club

Timeline

Internal Wholesaler

Equitable
05.2023 - Current

Graduate Assistant

Queens Royals Men’s Basketball Team
08.2022 - 04.2023

Head Basketball Manager

Charlotte 49ers Men’s Basketball Team
09.2020 - 05.2022

Assistant Manager

Charlotte 49ers Men’s Basketball Team
09.2019 - 03.2020

Bachelor of Science - Business Administration; Finance & Marketing

The University of North Carolina at Charlotte

Master of Business Administration -

Queens University – McColl School of Business
Sean Rogan