Sean Vallie in

Sean Vallie

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Portfolio Manager / Director of Investment Operations, Principal at Capitalogix
📍 Dallas-Fort Worth Metroplex, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
21 Years
Current Role
Portfolio Manager / Director of Investment Operations, Principal
Job Level
Senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Sean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sean cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2014
Portfolio Manager / Director of Investment Operations, Principal
Capitalogix
6-2008 - 3-2014
Chief Compliance Officer / Head of Trading Strategy Development
Capitalogix
8-2005 - 11-2006
Sergeant
US Army
11-1997 - 11-2000
Specialist
US Army
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration (B.B.A.)
University of North Texas
Graduate Business Analytics Certification (GBACP) - With distinction
Southern Methodist University - Cox School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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