Bill Sheehan

Bill Sheehan Email and Phone Number

Managing Director @ Blackstone
New York, NY, US
Bill Sheehan's Location
New York, New York, United States, United States
Bill Sheehan's Contact Details

Bill Sheehan personal email

n/a

Bill Sheehan phone numbers

About Bill Sheehan

Bill Sheehan is a Managing Director at Blackstone. He possess expertise in mutual funds, investments, series 7, series 63, asset allocation and 3 more skills.

Bill Sheehan's Current Company Details
Blackstone

Blackstone

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Managing Director
New York, NY, US
Website:
blackstone.com
Employees:
7458
Company phone:
+1 (212) 583-5000
Company email:
pressinquiries@blackstone.com
Bill Sheehan Work Experience Details
  • Blackstone
    Managing Director
    Blackstone
    New York, Ny, Us
    View
  • Blackstone
    Managing Director
    Blackstone Dec 2021 - Present
    New York, Ny, Us
    View
  • Blackstone
    Principal
    Blackstone Dec 2018 - Dec 2021
    New York, Ny, Us
    View
  • Blackstone
    Vice President
    Blackstone Oct 2016 - Dec 2018
    New York, Ny, Us
    View
  • Fidelity Investments
    Vice President
    Fidelity Investments Feb 2014 - Sep 2016
    Boston, Ma, Us
    RIA & Bank Trust Sales
    View
  • Nuveen Investments
    Vice President, Advisor Consultants Group
    Nuveen Investments Jul 2010 - Feb 2014
    New York, Ny, Us
    I was responsible for marketing Nuveen's investment solutions to advisors and their clients in the independent broker dealer channel. I focused regionally on the Northeastern United States.
    View
  • Dws Investments
    Senior Regional Vice President
    Dws Investments Jun 2008 - Jul 2010
    Frankfurt Am Main, Hessen, De
    I was Senior Regional Vice President and Wholesaler in charge of sales for Northern California, covering independent broker dealers and RIA's. My sales focus was on mutual funds, structured products and 401k.
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  • Wells Fargo Advantage Funds
    Regional Director
    Wells Fargo Advantage Funds Jun 2005 - Jun 2008
    -Marketed mutual funds, variable trust sub-accounts, separately managed accounts and 529 plans to independent broker-dealers, wirehouses and RIA's and actively consulted with 300 clients annually in Northern and Central California -75% year over year increase in gross sales 2006-2007 - Mentored Associate Regional Director through weekly 1:1’s, coaching and collaborating on sales ideas, themes, and in-field travel
  • Wells Fargo Advantage Funds
    Regional Consultant
    Wells Fargo Advantage Funds Dec 2004 - Jun 2005
    -Sold mutual funds to financial planning firms and financial institutions in undeveloped portions of Northern California averaging 80 in person meetings per month -Identified key clients and provided premier service by performing advanced analytics, hypothetical illustrations and portfolio analysis for clients in partnership with the Senior Regional Director
  • Wells Fargo Advantage Funds
    Associate Regional Director
    Wells Fargo Advantage Funds Oct 2003 - Dec 2004
    -Partnered with two Senior Regional Directors to wholesale mutual funds in New York, New Jersey, Pennsylvania, Connecticut and Delaware averaging 200 outbound calls weekly -Presented targeted sales ideas, mutual fund information and market data to registered representatives
  • Morgan Stanley
    Salestrader
    Morgan Stanley Aug 2000 - Nov 2002
    New York, Ny, Us
    -Managed and co-covered account packages of five institutional salesmen, grossing $40+ million annual profit -Executed options, futures, exchange traded funds and program trades for 20+ institutional clients -Maximized portfolio performance for institutional clients by educating them on intra-day market movements, index analysis, and portfolio trading analytics -Managed West Coast derivatives operations and provided superior customer service by training and supervising two employees
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  • Morgan Stanley
    Sales Assistant
    Morgan Stanley Jun 1998 - Aug 2000
    New York, Ny, Us
    -Ensured accurate and timely resolution to daily trade discrepancies by coordinating with sales force, trading desk, exchange floors and settlements groups -Margined and balancustomers
    View

Bill Sheehan Skills

Mutual Funds Investments Series 7 Series 63 Asset Allocation Wealth Management Asset Managment Investment Strategies

Bill Sheehan Education Details

  • University Of Colorado Boulder
    University Of Colorado Boulder
    Marketing

Frequently Asked Questions about Bill Sheehan

What company does Bill Sheehan work for?

Bill Sheehan works for Blackstone

What is Bill Sheehan's role at the current company?

Bill Sheehan's current role is Managing Director.

What is Bill Sheehan's email address?

Bill Sheehan's email address is bi****@****ity.com

What is Bill Sheehan's direct phone number?

Bill Sheehan's direct phone number is +161791*****

What schools did Bill Sheehan attend?

Bill Sheehan attended University Of Colorado Boulder.

What skills is Bill Sheehan known for?

Bill Sheehan has skills like Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies.

Who are Bill Sheehan's colleagues?

Bill Sheehan's colleagues are Sarah G., Char Goodwin, Prateek Adurty, Brian Meyer, Tyler Burke, Cpa, Branden Logatto, Amanda Behan.

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