Sean Tole
Principal | Co-Chief Wealth Advisor| Host of NH’s leading financial and retirement planning radio show “Your Path to Wealth and Wisdom”
- Role
- Financial Advisor at Davis Wealth Management, LLC
- Location
- Concord, NH, US
- LinkedIn followers
- 500 followers
About Sean Tole
Experienced Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in Mutual Funds, Investment Management, Hedge Funds, Business Development, and Financial Services. Strong finance professional with a Bachelor\'s degree focused in Business Administration / Finance from Fordham University.
Experience
Financial Advisor
Mar 2020 — Present · Concord, NH, US
Education
Fordham University
Bachelor's degree, Business Administration / Finance
1990 — 1994
Skills
- Asset Managment
- Investment Strategies
- Alternative Investments
- Private Equity
- Equities
- Hedge Funds
- Asset Allocation
- Mutual Funds
- Investment Management
- Real Estate
- Investments
- Asset Management
- Fixed Income
- Quantitative Finance
- Capital Markets
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