Sean Heney Email & Phone Number
Registered Representative @ Simplicity Investments, Inc.
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Sean Heney Location
- Richfield, OH, US
Sean Heney Work
- 2022 -now Private Wealth Advisor, Partner @
- 2023 -now Investment Advisor @
- 2023 -now Registered Representative @
- 2022 -2023 Private Wealth Advisor @ TownSquare Capital
- 2017 -2022 Financial Planner @
- 2016 -2017 Associate Wealth Management Advisor to Timothy E. Radden, CLU®, AEP®, ChFC® @
- 2015 -2016 Financial Representative @
- 2015 -2016 Director of Centralized Financial Security @
- 2014 -2014 Client Services Manager @
- 2009 -2013 Registered Representative @ Financial Management Strategies, Inc.
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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