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. Neil has a strong focus in BPO, RPA, Intelligent Automation, Client Experience, Investment Operations, Financial Planning and Portfolio Construction. Neil’s work has been featured in trade publications, such as Investment News, Financial Planning, Wealth Management.com and Business Insider.
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.
4 December 2020The road ahead consists of constant virtual collaboration. For many wealth managers, current digital workflows are acceptable but not exceptiona…
10 November 2020Broker-dealers continue to watch how the SEC and FINRA interpret and enforce Regulation Best Interest (Reg BI) and Form CRS. On October 26th, th…
4 November 2020While some wealth managers state that a lack of customer digital adoption is a reason for low engagement during the pandemic, the reality is tha…
29 October 2020Regulation based on principle will generate uncertainty; such are the challenges of interpretation. In the case of Reg BI, the tests involved in…
19 November 2020 03:00 - 04:00 EST (08:00 GMT, 09:00 CET)
United StatesSee Investorcom's VendorMatch profile. Given the winds of political change and the SEC’s October 26 roundtable on Regulation Best Interest, Dan…
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…