Experience

Sheehan Wealth Partners

• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Apr 2023 - Present

  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. 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.



Alex. Brown - Raymond James

• United States
• Financial Services
• 200 - 300 Employee

• CERTIFIED FINANCIAL PLANNER™

  • Apr 2021 - Apr 2023

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Alex Brown - A Division of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Feb 2020 - Apr 2021

• Wealth Planning Associate

  • Nov 2017 - Feb 2020

• Wealth Strategy Associate

  • Aug 2013 - Nov 2017



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Wealth Advisor Associate

  • Jun 2013 - Aug 2013



Morgan Stanley Smith Barney

• Wealth Management Intern

  • May 2012 - Jun 2013



Bleacher Report

• Spectator Sports
• 400 - 500 Employee

• Intern/Featured Columnist

  • Jan 2013 - May 2013



New York Jets

• Spectator Sports
• 400 - 500 Employee

• Event Operations Intern

  • Apr 2012 - Sep 2012



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative Intern

  • Nov 2011 - May 2012