James Sheehan Email & Phone Number
Founder and Managing Partner @ Sheehan Wealth Partners
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James Sheehan Location
- Charleston, SC, US
James Sheehan Work
- 2023 -now Founder and Managing Partner @
- 1993 -now Major @
- 2017 -2023 Director @
- 2013 -2017 The Rasweiler Group @
- 1999 -2013 Branch Manager @
- 1997 -1999 Financial Advisor @
James Sheehan Education
- Fordham University
Bachelor of Arts (Economics)
1991-1993 - State University of New York Maritime College
(Electrical Engineering)
1990-1991
James Sheehan Skills
- Wealth Management
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Financial Analysis
- Strategic Financial Planning
- Equities
- Fixed Income
- Portfolio Management
- Asset Management
- Market Research
- Philanthropy
- Problem solving
- Customer service
- Risk Management
- Certified Financial Planner™
- Certified Private Wealth Advisor®
- Series 3 - 7 - 9 - 10 - 63 - 65
- Life and Health Insurance License
James Sheehan Summary
- James Sheehan, based in Charleston, SC, US, is currently a Founder and Managing Partner at Island Park Private Wealth (Sheehan Wealth Partners). James Sheehan brings experience from previous roles at United States Marine Corps, Alex. Brown, a Division of Raymond James and UBS. James Sheehan holds a 1991 - 1993 Bachelor of Arts in Economics @ Fordham University. With a robust skill set that includes Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Financial Analysis and more. James Sheehan has 2 emails and 5 mobile phone numbers on RocketReach.
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