Clare Sheehan

Clare Sheehan Email and Phone Number

Institutional Consulting Associate @ Morgan Stanley
Boston, MA, US
Clare Sheehan's Location
Greater Boston, United States
Clare Sheehan's Contact Details

Clare Sheehan work email

Clare Sheehan personal email

n/a
About Clare Sheehan

Drawing upon her many years of experience in Financial Services, Clare guides her clients that are approaching their retirement years with proactive financial management and realistic goal planning.Clare emigrated from Dublin, Ireland in 1994 and started her career at Cowen & Company in Boston, MA. She joined Morgan Stanley in 2016.Clare is a Kaplan Financial certified Financial Planning Specialist who employs a comprehensive planning approach with clients that encompasses not only their investments, but virtually every aspect of their financial lives. Clare often works with divorced and widowed clients to help them regain solid financial footing and proceed with greater confidence to the next stages of their lives.As a mother of a child with a disability, Clare understands the issues faced by clients in similar positions. She is dedicated to educating these families about meeting increasing medical costs and taking advantage of the options that are available to support them now and in the future. She is an advocate for research and awareness of Type One Diabetes with The Juvenile Diabetes Research Foundation (JDRF).A graduate of Alexandra College in Dublin where she studied economics and accounting, Clare resides in Shrewsbury, MA where she is raising her children to be responsible, resourceful young adults. Clare also studied Holistic Health and Nutrition and enjoys outdoor hiking adventures.

Clare Sheehan's Current Company Details
Morgan Stanley

Morgan Stanley

View
Institutional Consulting Associate
Boston, MA, US
Employees:
94640
Clare Sheehan Work Experience Details
  • Morgan Stanley
    Institutional Consulting Associate
    Morgan Stanley
    Boston, Ma, Us
  • Morgan Stanley
    Wealth Management Associate At Morgan Stanley
    Morgan Stanley May 2018 - Present
    © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlClare Sheehan may only transact business in states where he/she is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Clare Sheehan is not registered or excluded or exempt from registration.
  • Morgan Stanley
    Wealth Advisory Associate
    Morgan Stanley May 2016 - May 2018
    Worcester, Ma
  • Healthy With Clare
    Owner
    Healthy With Clare Oct 2013 - May 2016
    Shrewsbury, Ma
    Certified Holistic Health Coach - I help clients create sustainable habits to achieve their health goals. My clients can expect better sleep, better digestion, more energy and reduced cravings which will aid in achieving ideal weight. I teach meal planning, healthy cooking and better choices at the grocery store.
  • Legg Mason
    Financial Advisor
    Legg Mason Feb 2001 - Aug 2005
    Provide financial advise to high net worth clients, both domestic and international.Developed and maintained international institutional relationships.
  • Sg Cowen
    Financial Advisor
    Sg Cowen Dec 1995 - Feb 2001
    Established and maintained a global retail consulting business by providing financial services to private clients.
  • Cowen And Company
    Registered Representative
    Cowen And Company Jun 1994 - Dec 1995
    Maintained client relationships and provided timely execution of investment transactions.

Clare Sheehan Education Details

  • Institute For Integrative Nutrition, New York
    Institute For Integrative Nutrition, New York
    Nutrition

Frequently Asked Questions about Clare Sheehan

What company does Clare Sheehan work for?

Clare Sheehan works for Morgan Stanley

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

Clare Sheehan's current role is Institutional Consulting Associate.

What is Clare Sheehan's email address?

Clare Sheehan's email address is cl****@****ley.com

What schools did Clare Sheehan attend?

Clare Sheehan attended Institute For Integrative Nutrition, New York.

Who are Clare Sheehan's colleagues?

Clare Sheehan's colleagues are Veronica Johnson, Michael O'brien, Noah Alweiss, Elena Huang, Saba Zahid, Feng Liu, Clara Chandler.

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