David Sheehan Email & Phone Number
Executive Director, Financial Planning @ Edelman Financial Engines
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David Sheehan Location
- Virginia, United States
David Sheehan Work
- Executive Director, Financial Planning @ (October 2019 - Present)
- Director, Financial Planning @ (October 2018 - October 2019)
- Director, Financial Planning @ (October 2002 - October 2018)
David Sheehan Education
- Virginia Tech
Bachelor of Science (BS) (Family Financial Management)
David Sheehan Skills
- Asset Allocation
- Asset Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
- Project Management
- Research
- Financial Reporting
- Project Planning
David Sheehan Summary
- David Sheehan, based in Virginia, United States, is currently a Executive Director, Financial Planning at Edelman Financial Engines. David Sheehan brings experience from previous roles at Edelman Financial Engines. David Sheehan holds a Bachelor of Science (BS) in Family Financial Management @ Virginia Tech. With a robust skill set that includes Asset Allocation, Asset Management, Estate Planning, Finance, Financial Advisory and more. David Sheehan has 1 emails and 2 mobile phone numbers on RocketReach.
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