Erin Sheehan
Wealth Management Consultant at Capital Group | American Funds
- Role
- Wealth Management Consultant at Capital Group
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Management Consultant
May 2024 — Present · Bellevue, WA, US
Education
Oakland University
Bachelor's Degree, English
2000 — 2001
Michigan State University
English
1997 — 2000
Skills
- Banking
- Crm
- Series 63
- New Business Development
- Management
- Wealth Management
- Investments
- Mutual Funds
- Series 7
- Financial Services
- Sales
- Etfs
- Portfolio Management
- Asset Allocation
- Alternative Investments
- Financial Advisory
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