Sean O'Toole Email & Phone Number
Founder @ 1776ing
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Sean O'Toole Location
- Atlanta, GA, US
Sean O'Toole Work
- Founder @ (April 2019 - Present)
- CEO @ (March 2017 - Present)
- Managing Director and Founder @ 1908 Capital LLC (January 2017 - March 2021)
- Founder and Managing Director @ Clearvoyance Consulting (October 2009 - January 2021)
- Wealth Advisor, Senior Vice President, Certified Financial Planner @ (January 2007 - March 2017)
- Wealth Management Advisor @ (April 1996 - January 2007)
- 1st Lieutenant @ (December 1992 - January 1996)
Sean O'Toole Education
- Worcester Polytechnic Institute
BS (Civil and Environmental Engineering)
1989-1992 - Shenendehowa High School 1976-1988
Sean O'Toole Skills
- Solutions
- Strategy Execution
- Analytical Skills
- RIA
- Alternative Investments
- Software as a Service (SaaS)
- Fundraising
- Private Equity
- Wealth Management
- Certified Financial Planner
- Financial Analysis
- Securities
- Tax-advantaged Investment Strategies
- Chartered Retirement Planning Counselor
- CRPC
- Investments
- Strategic Planning
- Finance
- Business Development
- Financial Advisory
- New Business Development
- Retirement Planning
- Small Business Retirement Planning
- Dynamic Asset Allocation
- Investment Strategies
- Financial Planning
- Equities
- Fixed Income
- Strategy
- Market Research
- Entrepreneurship
- Account Management
- Philanthropy
- Business Analysis
- Marketing Communications
- Risk Management
- Financial Services
- Series 7
- Series 63
- Due Diligence
- Board of Directors
- Board of Directors Reporting
- Board Governance
- Business Strategy
- Customer Service
- Leadership
- Microsoft Office
- Project Management
- Tax Advantaged Investment Strategies
- Personal Financial Planning
- Environmental Engineering
- Options
- Equity Derivatives
- Land Conservation
- History of Economic Thought
- Management
- Strategic Financial Planning
- Asset Management
- Mergers and Acquisitions
Sean O'Toole Summary
- Sean O'Toole, based in Atlanta, GA, US, is currently a Founder at 1776ing. Sean O'Toole brings experience from previous roles at 1776 Wealth, 1908 Capital LLC, Clearvoyance Consulting and UBS Financial Services, USA. Sean O'Toole holds a 1989 - 1992 BS in Civil and Environmental Engineering @ Worcester Polytechnic Institute. With a robust skill set that includes Solutions, Strategy Execution, Analytical Skills, RIA, Alternative Investments and more. Sean O'Toole has 3 emails and 2 mobile phone numbers on RocketReach.
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