Daniel Sheehan Email & Phone Number
Senior Financial Planner and HNW Business Development advisor. @ Up Financial
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Daniel Sheehan Location
- Calgary, AB, CA
Daniel Sheehan Work
- 2023 -now Senior Financial Planner and HNW Business Development advisor. @
- 2019 -2021 Financial Planner, Investment and Retirement Planning. @
- 2014 -2019 Financial Consultant @
- 2013 -2014 Roughneck @
- 2010 -2012 Travel Sabbatical @ LatAm.
- 2006 -2009 Internationally Mobile Senior Wireline Field Engineer @
Daniel Sheehan Education
- Financial Planning Standards Council
Certified Financial Planning (CFP) designation (Financial Planning and Services)
2014-2018 - Fast Forward Language Institute of Sao Paulo, Brazil, (Dec 12, 2011 – Feb 3, 2012)
Brazilian Portuguese. (Brazilian Portuguese.)
2011-2012 - Schlumberger Senior Wireline Field Engineer Training Program, Canada, (2008).
Advanced Wireline (Advanced Wireline, Log Interpretation.)
2008-2008 - Schlumberger Wireline Field Engineer Training program, Scotland, (2006).
Wireline Services (Log Interpretation.)
2006-2006 - University of Alberta
BSc (Chemical Engineering.)
1999-2004 - F.H. Collins Secondary School.
High School/Secondary Diplomas and Certificates
1999-1999 - QHSE 1, 2 and 3 (Quality Health Safety and Environment)
Risk
- OFS 1, 2 and 3, Managing and Leading your people.
Facilities Planning and Management
Daniel Sheehan Skills
- Oil
- Mathematical Modeling
- Fundamentals
- Linkedin Marketing
- Finance
- Chemical Engineering
- Mutual Funds
- Critical Illness
- Mortgage Lending
- Investment Advisory
- Engineers
- Wealth Management
- Brazilian Portuguese
- Spanish
- Microsoft Office
- Financial Planning
- Financial Risk
- Petroleum Engineering
- Financial Advisory
- Oilfield
- Oil/Gas
- Financial Planners
- Strategic Planning
- Smith Maneuver
- Home Buyer's Plan
- RRSP
- Drilling
- Energy
- Wireline
- Insurance
- Tfsa
- Retirement Planning
- Engineering
- Project Management
- Tax Planning
- Investment Strategies
- Analytical Skills
- Design
- Client Counseling
- Logging
- Retirement
- Petroleum
- Process Optimization
- Leadership
- Income
- Strategic Financial Planning
- Oil and Gas
- Energy Industry
- Oil and Gas Industry
- Reverse Mortgages
- Upstream
Daniel Sheehan Summary
- Daniel Sheehan, based in Calgary, AB, CA, is currently a Senior Financial Planner and HNW Business Development advisor. at Up Financial. Daniel Sheehan brings experience from previous roles at RBC, IG Wealth Management, Savanna Energy Services Corp. and LatAm.. Daniel Sheehan holds a 2014 - 2018 Certified Financial Planning (CFP) designation in Financial Planning and Services @ Financial Planning Standards Council. With a robust skill set that includes Oil, Mathematical Modeling, Fundamentals, Linkedin Marketing, Finance and more. Daniel Sheehan has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Up Financial Employees
Steven Theimer
Private Wealth Advisor
Penticton, BC, CA
Casidy Cain
Executive Assistant
Calgary, AB, CA
Elijah Kirchmaier
Private Wealth Consultant
Calgary, AB, CA
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