John Sheehan Email & Phone Number
VP - Branch Manager @ Charles Schwab
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John Sheehan Location
- California, United States
John Sheehan Work
- 2021 -now VP - Branch Manager @
- 2020 -2021 Branch Manager, Client Relationship Advisor @
- 2010 -2014 Director, Wealth Management @
- 2017 -2020 Director, Wealth Management Financial Planning and Advice @
- 2014 -2017 Director, Regional Consulting @
- 2009 -2010 Senior Business Development Officer @ RegentAtlantic Capital, LLC
- 2006 -2009 Vice President, Senior Relationship Manager @
- 1990 -2006 Director, Wealth Management @
John Sheehan Education
- University at Albany
BA (Sociology)
1986-1990 - The University of Texas at San Antonio
Executive Master of Business Administration - MBA
John Sheehan Skills
- Recruiting
- Small Business Retirement Plans
- Charitable Giving
- Investments
- Strategy
- Wealth Management
John Sheehan Summary
- John Sheehan, based in California, United States, is currently a VP - Branch Manager at Charles Schwab. John Sheehan brings experience from previous roles at Charles Schwab and USAA. John Sheehan holds a 1986 - 1990 BA in Sociology @ University at Albany. With a robust skill set that includes Recruiting, Small Business Retirement Plans, Charitable Giving, Investments, Strategy and more. John Sheehan has 3 emails and 4 mobile phone numbers on RocketReach.
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