Robert Sheahan Email & Phone Number
Strategic Technology Consultant @ Fidelity Investments
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Robert Sheahan Location
- Collegeville, PA, US
Robert Sheahan Work
- Strategic Technology Consultant @ (January 2026 - Present)
- Head of Client Success @ (January 2024 - January 2026)
- Head of RIA Client Engagement and Success @ (May 2022 - January 2026)
- Head of Technology Consulting @ (August 2018 - May 2022)
- Vice President, Senior Product Manager @ (June 2014 - August 2018)
- Sales Manager @ QED Financial Systems (July 2013 - June 2014)
- Relationship Manager @ (March 2011 - June 2013)
- Business Development @ (October 2010 - March 2011)
- Vice President @ Clearbrook Financial (August 2007 - March 2010)
- Relationship Manager @ (January 2006 - August 2007)
- Operations and Internal Sales @ 1838 Investment Advisors (March 2000 - June 2005)
Robert Sheahan Education
- Fordham University
Bachelor of Arts (BA) (Economics)
1995-1999 - Plymouth Whitemarsh 1991-1995
Robert Sheahan Skills
- Microsoft Office
- Wealth Management
- Alternative Investments
- Financial Services
- Fixed Income
- Investment Advisory
- Business Analysis
- Investments
- Securities
- JavaScript
- Relationship Management
- Research
- Microsoft Excel
- Investment Strategies
- Portfolio Management
- Project Management
- Asset Management
- Mutual Funds
- Investment Management
- Asset Allocation
- Marketing Strategy
- Series 7
- Product Development
- Business Development
- Equities
- Sales
Robert Sheahan Summary
- Robert Sheahan, based in Collegeville, PA, US, is currently a Strategic Technology Consultant at Fidelity Investments. Robert Sheahan brings experience from previous roles at Addepar and BNY Mellon | Pershing. Robert Sheahan holds a 1995 - 1999 Bachelor of Arts (BA) in Economics @ Fordham University. With a robust skill set that includes Microsoft Office, Wealth Management, Alternative Investments, Financial Services, Fixed Income and more. Robert Sheahan has 3 emails and 1 mobile phone numbers on RocketReach.
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