Robert Sheahan Email & Phone Number
Strategic Technology Consultant @ Fidelity Investments
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Robert Sheahan Location
- Collegeville, PA, US
Robert Sheahan Work
- 2026 -now Strategic Technology Consultant @
- 2024 -2026 Head of Client Successs @
- 2022 -2026 Head of RIA Client Engagement and Success @
- 2018 -2022 Head of Technology Consulting @
- 2014 -2018 Vice President, Senior Product Manager @
- 2013 -2014 Sales Manager @ QED Financial Systems
- 2011 -2013 Relationship Manager @
- 2010 -2011 Business Development @
- 2007 -2010 Vice President @ Clearbrook Financial
- 2006 -2007 Relationship Manager @
- 2000 -2005 Operations and Internal Sales @ 1838 Investment Advisors
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 2 emails and 1 mobile phone numbers on RocketReach.
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