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Sean Loftus

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Sean Loftus

Financial Advisor, PIM Portfolio Manager, Presidents Council at Tustin Centre Wealth Advisors

United States

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Sean Loftus

Summary

Sean Loftus is a seasoned financial advisor with over three decades of experience in the financial services industry. He has been a prominent figure at Wells Fargo Advisors since 2009, currently serving as a Senior Vice President and Investment Officer. Sean's expertise lies in portfolio management, and he has been recognized as a Platinum Council Advisor, a testament to his commitment to excellence in client service. He holds a Bachelor's degree in Business Administration from San Diego State University. Sean is well-versed in investment products and services and is registered to operate in multiple states across the U.S. His extensive experience and leadership in wealth management make him a trusted advisor for his clients. Additionally, his role as Managing Director showcases his capability to lead and drive strategic initiatives within his organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Sean Loftus

Work Experience

💼

at

Present

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Senior Vice President-Investment Officer at

Wells Fargo Advisors

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Sean Loftus

Education

San Diego State University, Bachelors

January 1982 - January 1987

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What is Sean Loftus email address?

Sean Loftus's primary email address is ***********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

Where Sean Loftus graduated from?

Sean Loftus holds a degree in Business Administration from San Diego State University.

How can I directly contact Sean Loftus?

To contact Sean Loftus directly, you can use the email address ***********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Sean Loftus?

Sean Loftus is a seasoned financial advisor with over three decades of experience in the financial services industry. He has been a prominent figure at Wells Fargo Advisors since 2009, currently serving as a Senior Vice President and Investment Officer. Sean's expertise lies in portfolio management, and he has been recognized as a Platinum Council Advisor, a testament to his commitment to excellence in client service. He holds a Bachelor's degree in Business Administration from San Diego State University. Sean is well-versed in investment products and services and is registered to operate in multiple states across the U.S. His extensive experience and leadership in wealth management make him a trusted advisor for his clients. Additionally, his role as Managing Director showcases his capability to lead and drive strategic initiatives within his organization.

Sean`s contact details

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***********@wellsfargoadvisors.com

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