Neil Sheehan
Research & Advisory
Boston, United States
Biography
Neil Sheehan is a wealth management analyst based out of Celent’s Boston office. His research centers around the role technology has within investment operations and its involvement in wealth management.
Prior to joining Celent, Neil worked at Brown Brothers Harriman as a business analyst on the fintech project development team. He led initiatives supporting middle office operations including cash administration and corporate actions. Before transitioning to the fintech department, Neil was a supervisor on the corporate action’s notification team where he was tasked with globalizing the team’s functions.
Neil graduated with a Bachelor’s degree in Finance and a minor in Economics from Providence College.
Latest insights
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3 December 2019
Significant excitement around RPA has firms addressing strategic support toward adopting the technology. The benefits of this adoption are poise… -
14 November 2019
Customer communications management (CCM) solutions support a vital operational function for wealth managers, but they also have an essential rol… -
25 October 2019
Wealth managers are eager to learn new ways to improve the customer experience they provide as firms are feeling significant pressures from thei… -
11 September 2019
It seems like only yesterday we were celebrating Model Wealth Manager 2019 award winners. And yet, it is time again to invite all to review thei…
Related events
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29 January 2020 08:30 - 11:30 AST (07:30 EST, 12:30 GMT, 13:30 CET)
CanadaOVERVIEW: Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020 This exclusive, invitatio…