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

More profiles to browse

Profile Photo
Justin Martin
CEO | Senior Wealth Advisor | Small Family Office Consultant
BC
Benjamin Cory Lee
Chief Compliance Officer
Profile Photo
Andy Rad
Founding Partner, Senior Wealth Advisor, Managing Partner & CIO

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management