About Me

Hello, my name is Sean Vallie. I’m a graduate student in the Professional and Technical Communication program at the University of North Texas. Professionally, I’ve spent my career in finance and investment management. I’m also a U.S. Army veteran, which shaped my appreciation for discipline, teamwork and problem-solving.

Education

  • Dallas College, Farmers Branch, TX — Associate of Arts
  • University of North Texas, Denton, TX — Bachelor of Business Administration
  • Southern Methodist University, Dallas, TX — Graduate Business Analytics Certification Program (GBACP), with distinction

Skills & Experience

  • Strong background in finance and compliance, with a focus on investment operations, trading system design, and portfolio construction
  • Patent holder in financial technology and automation
  • FINRA Series 3, 30, 31 licenses
  • Microsoft Excel Professional Certification
  • Strong proficiency in Python, VBA, and algorithmic trading platforms

Groups/Memberships

  • Member of Vistage private executive forum
  • Member of CMT (Chartered Market Technicians)
  • Member of TSAA-SF (Technical Securities Analyst Assoc. of San Francisco)

Hobbies

  • Playing poker, especially enjoying the mix of strategy and patience
  • Following the NBA and NFL (a longtime Mavericks fan)
  • Meditating and running to stay active and clear my mind
  • Trading stocks and exploring market trends
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