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.
3 June 2020Neil Sheehan and Will Trout discuss trends and COVID-19's impact on outsourcing for Wealth Managers.
28 May 2020Wealth management firms use outsourcing as a cost-cutting measure, and adoption has tended to accelerate in times of lackluster market condition…
16 April 2020Celent recognizes Fidelity Investments as the winner of the Model Wealth Manager 2020 Products and Platforms Award for their initiative Integrat…
16 April 2020Today we are announcing the winners of Celent Model Wealth and Asset Manager 2020 Awards. Our annual Model Wealth and Asset Manager program was…
Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only)29 January 2020 08:30 - 11:30 EST (13:30 GMT, 14:30 CET)
CanadaOVERVIEW: Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020 This exclusive, invitatio…