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John Sheehan Location
Washington, DC, US
John Sheehan Work
Managing Director - Private Advisor at Rockefeller Capital Management @ (April 2023 - Present)
Executive Director-Private Wealth Advisor @ (January 2012 - March 2023)
Financial Advisor @ (January 1995 - January 2012)
John Sheehan Education
James Madison University
Bachelor of Science (Economics)
1979-1983
John Sheehan Skills
Management
Marketing
Marketing Strategy
Public Speaking
Accounting
Finance
Financial Analysis
Protection Planning
Education Planning
Estate Planning
Tax Reduction Strategies
Investments
Investment Strategies
Equities
Portfolio Management
Risk Management
Asset Management
Fixed Income
Asset Allocation
Financial Services
Retirement Planning
Wealth Management
Mutual Funds
Series 9
Series 7
John Sheehan Summary
John Sheehan, based in Washington, DC, US, is currently a Managing Director - Private Advisor at Rockefeller Capital Management at Rockefeller Capital Management. John Sheehan brings experience from previous roles at Morgan Stanley and Merrill Lynch. John Sheehan holds a 1979 - 1983 Bachelor of Science in Economics @ James Madison University. With a robust skill set that includes Management, Marketing, Marketing Strategy, Public Speaking, Accounting and more. John Sheehan has 2 emails and 1 mobile phone numbers on RocketReach.
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