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.
6 April 2020Amid COVID-19 panic and recovery, proxy season, and a US presidential election year, proxy voting is in the spotlight. These factors, along with…
5 April 2020As we enter April, proxy season kicks off with the majority of public companies starting to host their annual general meetings (AGMs). Amidst CO…
2 March 2020In the US, the “Big Four” (soon to be the “Big Three”) broker-dealers, Charles Schwab, TD Ameritrade, Fidelity, and E*TRADE, continually go punc…
3 December 2019Significant excitement around RPA has firms addressing strategic support toward adopting the technology. The benefits of this adoption are poise…
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…