William Sheehy Email & Phone Number
Chief Executive Officer @ Sheehy & Molinelli
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William Sheehy Location
- Trenton, NJ, US
William Sheehy Work
- Chief Executive Officer @ (January 2016 - Present)
- LPL Financial Planner and Lpl Investment Advisor Representative @ (January 1983 - Present)
William Sheehy Education
- FI 360 - Global Financial Insights
Accredited Investment Fiduciary (AIF) - Professional Designation (Fiduciary Responsibility of Investment Advisors)
2011-2012 - College for Financial Planning
Accredited Asset Management Specialist (AAMS) - Professional Designation (Portfolio Managment and Asset Allocation)
2004-2005 - The American College
Chartered Retirement Plans Specialist (CRPC) - Professional Designation (Employer Sponsored Retirement Plans)
2002-2003 - College for Financial Planning
Certified Financial Planner (CFP) Professional Designation (Financial Planning and Services)
1980-1983 - The American College
Chartered Life Underwriter (CLU) Professional Designation (Life Insurance and Estate Planning)
1969-1972 - Rider University
Bachelor of Science (Finance and Commerce)
1965-1969
William Sheehy Skills
- Accounting
- Microsoft Word
- Microsoft Office
- Leadership
- Marketing
- Customer Service
- Financial Planning
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- New Business Development
- Team Building
- Contract Negotiation
William Sheehy Summary
- William Sheehy, based in Trenton, NJ, US, is currently a Chief Executive Officer at Sheehy & Molinelli. William Sheehy brings experience from previous roles at LPL Financial. William Sheehy holds a 2011 - 2012 Accredited Investment Fiduciary (AIF) - Professional Designation in Fiduciary Responsibility of Investment Advisors @ FI 360 - Global Financial Insights. With a robust skill set that includes Accounting, Microsoft Word, Microsoft Office, Leadership, Marketing and more. William Sheehy has 2 emails on RocketReach.
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