CoverProfile

Sean Martin

Chief Operating Officer

Legacy Wealth Management

United States, Utah, Salt Lake

About Me

Sean is the Chief Operations Officer at Legacy Wealth Management, based in the Salt Lake City area. Sean has worked as a stock broker on a trading floor for 5 years, RIA Wealth Advisor for 6 years, and as an insurance producer for 4 years. He quickly discovered his love for analytics and has used his quantitative analysis prowess to lean out processes and discover cost savings. He used this analytical power to discover a way to earn a BS from the University of Utah in Business Finance in 2 years. Sean and his wife Sarah have 4 children and love the outdoor extreme sports that Utah has to offer.

Profile Information

Chief Operating Officer

Legacy Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Salt Lake

Utah

United States

May 16, 2024

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