Sean Wallace

Current Employers

Employment History

• 03/2021 → 05/2023
  Infinex Financial Group
  Meriden, CT
• 06/2020 → 03/2021
  Datto, Inc.
  Norwalk, CT
• 08/2017 → 06/2021
  Norwich University
  Northfield, VT
• 09/2005 → 06/2017
  Newtown Public Schools
  Newtown, CT
• 06/2023 → 07/2024
  Gold Family Wealth
  Westport, CT
• 07/2024 → Present
  Cwm, Llc
  Omaha, NE
• 07/2024 → 01/2025
  Gold Family Wealth
  Westport, CT
• 01/2025 → Present
  Gold Family Wealth
  Westport, CT

Other Businesses

Newtown High School: - Non investment-related - 12 Berkshire Rd, Sandy Hook, CT 0648 - Athletics coach - Assistant Boys Lacrosse Coach - 03/15/2023 - Approximately 12-15 hours per week between March and June - No conflict with securities trading hours - As an assistant coach on the lacrosse team I help organize and run practices and strategize for games. Cavalry Lacrosse Club: - Non investment-related - 1073 N Benson Rd, Fairfield, CT 06824 - Athletics coach - Head Coach of 2030 Team - 09/01/2022 - 2 hours per week September through March, 12-15 hours per week June and July. - No conflict with securities trading hours. - As the head coach for a youth lacrosse team I coordinate practices and tournaments as well as ensuring the players are developing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-17