Neil Sheehan
Asset & Wealth Management Consulting – North America at Cutter Associates
- Role
- Manager at Cutter Associates
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Manager
Jun 2021 — Present · Boston, MA, US
Responsible for leading consulting engagements with experience in operating model strategies and system assessment and selection for investment managers. Recent engagements with investment managers include- operating model strategy and system selection for portfolio management and implementation- client and advisor portal assessment and strategy- peer assessment and operating model review for comprehensive wealth services
Education
Providence College
Bachelor of Science - BS
Skills
- Powerpoint
- Microsoft Excel
- Outlook
- Public Speaking
- English
- Microsoft Word
- Fidelity
- Leadership
- Research
- Teamwork
- Microsoft Office
- Capital Iq
- Project Management
- Financial Analysis
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