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Alexis Sheehan, Cfp®, Aif® Email & Phone Number

Financial Planning Analyst at Capital Management Group of New York
Location: Pearl River, New York, United States 4 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Capital Management Group of New York
Role
Financial Planning Analyst
Location
Pearl River, New York, United States
Company size
27 employees

Who is Alexis Sheehan, Cfp®, Aif®? Overview

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Alexis Sheehan, Cfp®, Aif® is listed as Financial Planning Analyst at Capital Management Group of New York, a with 27 employees, based in Pearl River, New York, United States. AeroLeads shows a matched LinkedIn profile for Alexis Sheehan, Cfp®, Aif®.

Alexis Sheehan, Cfp®, Aif® previously worked as Teaching Assistant at Ridgewood Montessori School and Tutor at Self-Employed. Alexis Sheehan, Cfp®, Aif® holds Bachelor'S Of Science, Summa Cum Laude, Finance & Financial Planning And Wealth Management Double Major, Graduate from University Of Delaware.

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Email format at Capital Management Group of New York

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Capital Management Group of New York

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Profile bio

About Alexis Sheehan, Cfp®, Aif®

CFP® Professional Currently working at Capital Management Group of New York, a firm powered by Hightower Advisors as a financial planning and investment analyst.Holds FINRA Series 7, Series 66 & New York Life & Health licenses. Earned the AIF® Designation in 2023. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.Graduated from the University of Delaware Summa Cum Laude with a Finance & Financial Planning Wealth Management dual degree through the Alfred Lerner School of Business.Skills include Microsoft Office, Social Media Marketing, eMoney, Morningstar proposal tool etc.For additional information and disclosures please visit: https://cmgnewyork.com/

Current workplace

Alexis Sheehan, Cfp®, Aif®'s current company

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Capital Management Group of New York
Capital Management Group Of New York
Financial Planning Analyst
new york, new york, united states
Website
cmgnewyork.com
Employees
27
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4 roles

Alexis Sheehan, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Planning Analyst

Current
Capital Management Group Of New York

New York, New York, United States

• Inputting, implementing and running eMoney financial planning reports and projections• Reviewing and recommending client account changes• Identifying opportunities for new business• Requesting and analyzing life insurance, DI and LTC quotes• Running and comparing term and permanent insurance quotes• Morningstar proposal analysis and implementation • Fielding client calls regarding software, current market conditions and portfolio performance• Setting up and managing join me meetings for various advisors within CMG

Jun 2020 - Present

Teaching Assistant

Ridgewood Montessori School

Ridgewood, New Jersey, United States

• Assisted and mentored young students in groups and on an individual basis• Supervised class during arrival and dismissal, meal times and outdoors on the playground • Established productive relationships with the kids and their parents through various communication tactics

Dec 2018 - Jun 2020

Tutor

Self-Employed

Rockland County, Ny

Sep 2015 - Jun 2020
Team & coworkers

Colleagues at Capital Management Group of New York

Other employees you can reach at cmgnewyork.com. View company contacts for 27 employees →

GP Grady Powers Grady Powers Colleague at Capital Management Group Of New YorkPiermont, New York, United States View → JS Jessica Streit Jessica Streit Colleague at Capital Management Group Of New YorkOrange, Connecticut, United States View → JW Jeffrey Witt Jeffrey Witt Colleague at Capital Management Group Of New YorkNew York, United States View → SR Steven Rodriguez Steven Rodriguez Colleague at Capital Management Group Of New YorkElizabeth, New Jersey, United States View → SS Susan Stewart Susan Stewart Colleague at Capital Management Group Of New YorkNew York City Metropolitan Area, United States View → AD Anthony Delillo, Cfp® Anthony Delillo, Cfp® Colleague at Capital Management Group Of New YorkHartsdale, New York, United States View → CW Christopher Werner Christopher Werner Colleague at Capital Management Group Of New YorkNew York City Metropolitan Area, United States View → KS Kevin Small, Cfp®, Clu, Aif Kevin Small, Cfp®, Clu, Aif Colleague at Capital Management Group Of New YorkHamden, Connecticut, United States View → JB Joseph Barbera, Cfa Joseph Barbera, Cfa Colleague at Capital Management Group Of New YorkNew York City Metropolitan Area, United States View → MM Michael Moryto Michael Moryto Colleague at Capital Management Group Of New YorkHolmdel, New Jersey, United States View →
2 education records

Alexis Sheehan, Cfp®, Aif® education

Bachelor'S Of Science, Summa Cum Laude, Finance & Financial Planning And Wealth Management Double Major, Graduate

University Of Delaware

Activities and Societies: Women In Business, Alpha Sigma Alpha, The National Society of Collegiate Scholars, Support the Troops, Friends 4.

FAQ

Frequently asked questions about Alexis Sheehan, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Alexis Sheehan, Cfp®, Aif® work for?

Alexis Sheehan, Cfp®, Aif® works for Capital Management Group of New York.

What is Alexis Sheehan, Cfp®, Aif®'s role at Capital Management Group of New York?

Alexis Sheehan, Cfp®, Aif® is listed as Financial Planning Analyst at Capital Management Group of New York.

Where is Alexis Sheehan, Cfp®, Aif® based?

Alexis Sheehan, Cfp®, Aif® is based in Pearl River, New York, United States while working with Capital Management Group of New York.

What companies has Alexis Sheehan, Cfp®, Aif® worked for?

Alexis Sheehan, Cfp®, Aif® has worked for Capital Management Group Of New York, Ridgewood Montessori School, Self-Employed, and Launch Trampoline Park.

Who are Alexis Sheehan, Cfp®, Aif®'s colleagues at Capital Management Group of New York?

Alexis Sheehan, Cfp®, Aif®'s colleagues at Capital Management Group of New York include Grady Powers, Jessica Streit, Jeffrey Witt, Steven Rodriguez, and Susan Stewart.

How can I contact Alexis Sheehan, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Alexis Sheehan, Cfp®, Aif® at Capital Management Group of New York, including work email, phone, and LinkedIn data when available.

What schools did Alexis Sheehan, Cfp®, Aif® attend?

Alexis Sheehan, Cfp®, Aif® holds Bachelor'S Of Science, Summa Cum Laude, Finance & Financial Planning And Wealth Management Double Major, Graduate from University Of Delaware.

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