Sean Burns's Linkedin Analytics

I’ve worked closely with financial advisors in both sales and operations roles, gaining a deep understanding of their needs and challenges. At Longboard, I helped advisors integrate alternative investments into client portfolios, while at Redwood, I supported them on the operational side—managing trading, account administration, and billing. Now, I’m looking to transition into an advisory role myself, leveraging my experience to directly help clients build and manage their wealth.