Sean David O'Toole
Vorstandsvorsitzender bei 1776 Wealth LLC
Profil
Mr. Sean D.
O'Toole is a Chief Executive Officer at 1776 Wealth LLC.
He is also a Founder at the firm.
He primarily partners with executives and entrepreneurs whose needs require attentive and sophisticated wealth management.
He is focused on providing customized and dynamic investment and financial solutions centered on each client’s own goals according to their investment policy and financial plan.
He has over 20 years of practice as an investment professional.
Before beginning his career in financial services, Mr. O'Toole served as First Lieutenant and Operations Officer in the 82nd Airborne Division.
He served on the Board of the Sandy Springs Conservancy where he worked to promote conservation and smart development within the city and on the Board of Leadership Sandy Springs where he advocated community service, stewardship and enabled the development of other community leaders.
Moreover, he served as a Senior Vice President with UBS Financial Services for 10 years and Merrill Lynch for 11 years.
He received his Bachelor's degree in Engineering from Worcester Polytechnic Institute.
Aktive Positionen von Sean David O'Toole
Unternehmen | Position | Beginn |
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1776 Wealth LLC
1776 Wealth LLC Investment ManagersFinance 1776 Wealth LLC is a privately owned, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Sean O'Toole and Deanna Suarez in 2017. 1776 Wealth provides a full suite of integrated and tailored wealth management and financial services to business owners, corporate executives, and families and individuals. | Vorstandsvorsitzender | 01.01.2017 |
Ausbildung von Sean David O'Toole
Worcester Polytechnic Institute | Undergraduate Degree |
Erfahrungen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Private Unternehmen | 1 |
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1776 Wealth LLC
1776 Wealth LLC Investment ManagersFinance 1776 Wealth LLC is a privately owned, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Sean O'Toole and Deanna Suarez in 2017. 1776 Wealth provides a full suite of integrated and tailored wealth management and financial services to business owners, corporate executives, and families and individuals. | Finance |