![Sean Patrick McGillivray](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Sean P.
McGillivray is a Chief Operations Officer & President of Asset Management at Kingsview Wealth Management LLC.
He is a Financial Advisor and an operations and technology integration expert.
Mr. McGillivray runs the day to day operations of the firm, oversees the administrative staff, sits on the investment committee, and works with the firm’s custodial partners to manage the advisor onboarding process.
Mr. McGillivray began his career as a commodities broker at Great Pacific Trading Company in Grants Pass, Oregon where he soon assumed a leadership role as a partner and Vice President of the firm.
His time at Great Pacific was instrumental in honing his skills as a financial industry operations expert and entrepreneur as he strategically diversified Great Pacific’s business into financial planning, traditional and alternative investment management, and insurance.
| Empresas | Cargo | Inicio |
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Kingsview Wealth Management LLC
 Kingsview Wealth Management LLC Investment ManagersFinance KWM takes into account the client’s risk tolerance, retirement income goals, lifestyle objectives, education funding, tax consequences, charitable giving strategies, estate planning needs, investment selection when formulating advise or strategies. The firm generally employs investment strategies that involve domestic equity and international market risks. | Director Ejecutivo | 01/01/2021 |
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| Empresas privadas | 1 |
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Kingsview Wealth Management LLC
Kingsview Wealth Management LLC Investment ManagersFinance KWM takes into account the client’s risk tolerance, retirement income goals, lifestyle objectives, education funding, tax consequences, charitable giving strategies, estate planning needs, investment selection when formulating advise or strategies. The firm generally employs investment strategies that involve domestic equity and international market risks. | Finance |
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