Sean Heney Email & Phone Number
Registered Representative @ Simplicity Investments, Inc.
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Sean Heney Location
- Richfield, OH, US
Sean Heney Work
- Private Wealth Advisor, Partner @ (February 2022 - Present)
- Investment Advisor @ (May 2023 - Present)
- Registered Representative @ (May 2023 - Present)
- Private Wealth Advisor @ TownSquare Capital (February 2022 - May 2023)
- Financial Planner @ (April 2017 - March 2022)
- Associate Wealth Management Advisor to Timothy E. Radden, CLU®, AEP®, ChFC® @ (September 2016 - February 2017)
- Financial Representative @ (January 2015 - September 2016)
- Director of Centralized Financial Security @ (January 2015 - May 2016)
- Client Services Manager @ (January 2014 - December 2014)
- Registered Representative @ Financial Management Strategies, Inc. (October 2009 - November 2013)
Sean Heney Education
- Cleveland State University
Bachelor of Business Administration (B.B.A.) (Finance)
- Cuyahoga Community College
Associate degree
- Medina City School District
Sean Heney Skills
- finance
- Leadership
- Management
- Customer Service
- Strategic Planning
- Wealth Management
- Sales
- Security Operations
- Long Term Care Insurance
- Fitness
- Disability Insurance
- Financial Advisory
Sean Heney Summary
- Sean Heney, based in Richfield, OH, US, is currently a Registered Representative at The Leaders Group, Inc.. Sean Heney brings experience from previous roles at Suncrest Advisors, Portside Wealth Group, TownSquare Capital and MassMutual Arizona. Sean Heney holds a Bachelor of Business Administration (B.B.A.) in Finance @ Cleveland State University. With a robust skill set that includes finance, Leadership, Management, Customer Service, Strategic Planning and more. Sean Heney has 3 emails and 1 mobile phone numbers on RocketReach.
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