James D. Sheehan
Founder & Managing Partner, Island Park Private Wealth
- Role
- Founder and Managing Partner at Island Park Private Wealth
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About James D. Sheehan
James is a financial industry veteran with more than 25 years of professional experience…
Experience
Founder and Managing Partner
Apr 2023 — Present · Daniel Island, SC, US
Sheehan Wealth Partners is a principled, independent firm with more than 35 years of combined industry experience. We focus on building strong relationships with clients who value our integrity and professionalism and seek a trusted partner to help them pursue financial security with confidence.
Education
State University of New York Maritime College
Electrical Engineering
1990 — 1991
Fordham University
Bachelor of Arts, Economics
1991 — 1993
Skills
- Problem Solving
- Market Research
- Asset Allocation
- Risk Management
- Investment Strategies
- Portfolio Management
- Certified Private Wealth Advisor®
- Philanthropy
- Wealth Management
- Retirement Planning
- Financial Analysis
- Asset Management
- Certified Financial Planner™
- Fixed Income
- Equities
- Strategic Financial Planning
- Life and Health Insurance License
- Customer Service
- Series 3 - 7 - 9 - 10 - 63 - 65
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