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Shawn Phelan Location
Lexington, MA, US
Shawn Phelan Work
Director of Financial Planning and Analysis @ (June 2026 - Present)
Financial Planning and Analysis Manager @ (July 2024 - June 2026)
Financial Analyst III @ (February 2022 - July 2024)
Financial Business Analyst @ Steward Health Care (July 2020 - February 2022)
Financial Analyst @ (June 2019 - June 2020)
Shawn Phelan Education
University of Connecticut
Bachelor’s Degree (Economics)
2019
CFA
CFA Level 2 Candidate
Lexington High School
High School
2014
Shawn Phelan Skills
Leadership
Microsoft Office
Management
PowerPoint
Business Development
Research
Public Speaking
Salesforce.com
B2B Marketing
B2B Sales
Social Media Marketing
Account Management
Sales
Shawn Phelan Summary
Shawn Phelan, based in Lexington, MA, US, is currently a Director of Financial Planning and Analysis at Patient Funding Alternatives. Shawn Phelan brings experience from previous roles at Patient Funding Alternatives, Thermo Fisher Scientific, Steward Health Care and UNO Restaurants, LLC. Shawn Phelan holds a Bachelor’s Degree in Economics @ University of Connecticut. With a robust skill set that includes Leadership, Microsoft Office, Management, PowerPoint, Business Development and more. Shawn Phelan has 2 emails on RocketReach.
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