Katie Sheehan's Location
Cleveland, Ohio, United States
Katie Sheehan's Work
- Senior Vice President and Senior Portfolio Strategist @ KeyBank
- Portfolio Manager @ Fairport Wealth
- Portfolio Manager @ Luma Wealth Advisors
- Senior Fixed Income Strategist, Vice President @ PNC
- Adjunct Finance Instructor @ CSU Center for Human Machine Systems
- Investment and Portfolio Strategist @ PNC
- Investment Research Associate @ PNC
- Registered Associate Financial Representative @ Northwestern Mutual
Katie Sheehan's Education
- Cleveland State University
MBA ( Finance)
2010 - 2012 - Cleveland State University
BBA ( Finance)
2009 - 2010
Katie Sheehan's Skills
- Equities
- Investments
- Fixed Income
- Portfolio Management
- Asset Management
- Financial Analysis
- Finance
- Wealth Management
- Bloomberg Terminal
- Credit
Katie Sheehan's Summary
Katie Sheehan, based in Cleveland, Ohio, United States, is currently a Senior Vice President and Senior Portfolio Strategist at Keybank, bringing experience from previous roles at Fairport Asset Management, Luma Wealth Advisors, PNC and Cleveland State University. Katie Sheehan holds a 2010 - 2012 MBA in Finance @ Cleveland State University. With a robust skill set that includes Equities, Investments, Fixed Income, Portfolio Management, Asset Management and more, Katie Sheehan contributes valuable insights to the industry. Katie Sheehan has 4 emails and 1 mobile phone number on RocketReach.
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