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Shawn Duffy, CFP®, has a diverse range of work experience spanning over several decades. Shawn most recently served as the SVP, Head of Network & Business Development at AMS Financial Solutions Group. In this role, they focused on providing financial institutions and BDs with tailored training and product education, streamlining sales processes, and reducing distractions for advisors.

Prior to joining AMS Financial Solutions Group, Shawn worked as a Partner and Coach at CEO Coaching International, where they provided coaching and guidance to growth-focused CEOs and entrepreneurs, helping them develop their businesses and enhance their performance.

Before their role at CEO Coaching International, Shawn held various leadership positions at AIG, including President and Chief Executive Officer of VALIC Financial Advisors, Inc., and Executive Vice President and Chief Distribution Officer of AIG Group Retirement. These roles allowed him to bring their expertise in sales, distribution, and leadership to the financial industry.

Shawn's career began at American General Annuity, where they served as the National Sales Manager and later as a Regional Vice President. During this time, they honed their sales and management skills, preparing him for the executive roles they would later assume.

Prior to their tenure at American General Annuity, Shawn worked as a Vice President at Griffin Financial Services, gaining valuable experience in the financial services industry.

Shawn Duffy, CFP®, brings a wealth of knowledge and experience to their current role, with a proven track record of driving business growth and providing strategic guidance to financial institutions.

Shawn Duffy, CFP®, obtained a Bachelor of Science degree in Business Administration from San Diego State University, where they studied from 1982 to 1986. In addition, they hold various certifications and licenses in the financial industry, including the Certified Financial Planner (CFP) designation from the CFP Board. Shawn is also a Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC. Furthermore, they have obtained certifications such as the Series 24: General Securities Principal Examination, Series 63: Uniform Securities Agent Examination, Series 7: General Securities Representative Qualification, and a Variable Life and Variable Annuity License. The exact dates of when they obtained these certifications and licenses are not provided.