Neil Sheehan

Manager @Cutter Associates

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2021 — Present

Manager @Cutter Associates

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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

N/A

Providence College

Bachelor of Science - BS

SKILLS

PowerpointMicrosoft ExcelOutlookPublic SpeakingEnglishMicrosoft WordFidelityLeadershipResearchTeamworkMicrosoft OfficeCapital IqProject ManagementFinancial Analysis

ABOUT NEIL SHEEHAN

Asset & Wealth Management Consulting – North America at Cutter Associates

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