Jim Sheehan Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ (CFP®), Senior Vice President, Financial Advisor
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Jim Sheehan Location
- Chicago, IL, US
Jim Sheehan Work
- 1983 -now CERTIFIED FINANCIAL PLANNER™ (CFP®), Senior Vice President, Financial Advisor @ Morgan Stanley
Jim Sheehan Education
- American College
Masters of Science in Financial Services (Financial Services)
2002-2004 - College for Financial Planning
Financial Planning (Financial Planning)
1986-1988 - Northern Illinois University - College of Business
B.S. (Management)
1978-1982
Jim Sheehan Skills
- Project Planning
- Management
- Financial Reporting
- Training
- Certified Financial Planner
- Estate Planning
- Financial Planning
- Investment Advisory
- Critical Illness
- Series 7
- Series 63
Jim Sheehan Summary
- Jim Sheehan, based in Chicago, IL, US, is currently a CERTIFIED FINANCIAL PLANNER™ (CFP®), Senior Vice President, Financial Advisor at Morgan Stanley. Jim Sheehan holds a 2002 - 2004 Masters of Science in Financial Services in Financial Services @ American College. With a robust skill set that includes Project Planning, Management, Financial Reporting, Training, Certified Financial Planner and more.
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