Head Of Account Management
Current
Jan 2023 - Present
AeroLeads people directory · profile
Lisa Sheehan Email & Phone Number
Head of Account Management at Delio
at
Delio
1 work email found
@deliowealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Account Management at Delio
Location
United Kingdom, United Kingdom, United Kingdom
Company size
Who is Lisa Sheehan? Overview
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Quick answer
Lisa Sheehan is listed as Head of Account Management at Delio at Delio, a company with 67 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a work email signal at deliowealth.com and a matched LinkedIn profile for Lisa Sheehan.
Lisa Sheehan previously worked as Head of Account Management at Delio and Account Manager at Delio. Lisa Sheehan holds Ma Business Management from University Of Limerick.
Company email context
Email format at Delio
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*@deliowealth.com
71% confidence
AeroLeads found 1 current-domain work email signal for Lisa Sheehan. Compare company email patterns before reaching out.
Profile bio
About Lisa Sheehan
Lisa Sheehan is a Head of Account Management at Delio at Delio. She possess expertise in teamwork, customer service, communication, microsoft office, microsoft excel and 36 more skills. She is proficient in French, Spanish and Irish.
Listed skills include Teamwork, Customer Service, Communication, Microsoft Office, and 37 others.
Current workplace
Lisa Sheehan's current company
Company context helps verify the profile and gives searchers a useful next step.
Delio
10 roles
Lisa Sheehan work experience
A career timeline built from the work history available for this profile.
Account Manager
May 2022 - Feb 2023
Investor Relations Specialist
- Sales:
- Engaging with prospects to understand their portfolios, objectives, and outlook
- Understand customer needs and communicate value proposition
- Developing key marketing materials to engage prospective clients in target regions
- Managing a pipeline of expansion opportunities and driving the development of assigned market segmentsRelationship Management:
- Work closely with sales directors to deliver exceptional client service
Jul 2021 - Apr 2022
Investor Relations Associate
- Sales:
- Managed sales materials for all UK and European prospects in discretionary absolute return, systematic and alternative strategies (£3.5bn): pitch presentations, RFPs, DDQs, consultant databases, ad hoc materials
- Met with prospective institutional investors and consultants to understand their portfolios, objectives, and outlook
- Led the Product Group to improve/tailor current investment products and brainstorm new products: relayed feedback from prospective clients, coordinated discussions between investment team and sales team
- Oversaw relationships with third-party marketers: provided all support needed to connect with new leads, including portfolio data, investment commentaries, or fund terms
- Cross sold an additional product to an existing institutional investor increasing the firm’s revenue
Nov 2017 - Jul 2021
Account Manager
- OfficerClient Services, Global Custody
- Managed all institutional trust and custody client relationships: communicated regularly to keep clients informed of all aspects related to account administration and acted as key escalation point for any issues they.
- Identified service efficiency enhancements, process improvements, and service delivery using creative and proactive measures
- Worked with relationship managers to develop relationships and additional business
Nov 2015 - Jul 2017
Investment Manager Liaison Group - Client Service Representative
Investment Manager Liaison Group. Acted as the primary point of contact for Investment Managers globally to provide operational support and high-quality service
Sep 2014 - Sep 2015
Clerical Officer
The Office Of The Revenue Commissioner
Jun 2013 - Sep 2013
Lifeguard
Jun 2012 - Sep 2012
Lifeguard And Leisure Receptionist
Kenmare Bay Hotel
May 2010 - May 2012
Intern
Department Of Foreign Affairs And Trade, Ireland
Jan 2011 - Jul 2011
Team & coworkers
Colleagues at Delio
Other employees you can reach at deliowealth.com. View company contacts for 67 employees →
JD
Jack Doe
Colleague at Delio
Mumbai, Maharashtra, India, India
View →
KL
Kim Luegrong
Colleague at Delio
Arunachal Pradesh, India, India
View →
NB
Nicole Baas
Colleague at Delio
Llanelli, Wales, United Kingdom, United Kingdom
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SP
Sion Purnell
Colleague at Delio
Greater Cardiff Area, United Kingdom
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김
김동훈
Colleague at Delio
Seoul, South Korea, Korea, Republic Of
View →
MC
Maxwell Cook
Colleague at Delio
Cardiff, Wales, United Kingdom, United Kingdom
View →
CG
Cheral Grover
Colleague at Delio
Yuba City, California, United States, United States
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DV
Diego Vuilliomenet
Colleague at Delio
Geneva, Geneva, Switzerland, Switzerland
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WH
William Hannah
Colleague at Delio
United Kingdom, United Kingdom
View →
JD
James Davies
Colleague at Delio
Greater Cardiff Area, United Kingdom
View →
Jack Doe
Colleague at Delio
Mumbai, Maharashtra, India, India
View →
KL
Kim Luegrong
Colleague at Delio
Arunachal Pradesh, India, India
View →
NB
Nicole Baas
Colleague at Delio
Llanelli, Wales, United Kingdom, United Kingdom
View →
SP
Sion Purnell
Colleague at Delio
Greater Cardiff Area, United Kingdom
View →
김
김동훈
Colleague at Delio
Seoul, South Korea, Korea, Republic Of
View →
MC
Maxwell Cook
Colleague at Delio
Cardiff, Wales, United Kingdom, United Kingdom
View →
CG
Cheral Grover
Colleague at Delio
Yuba City, California, United States, United States
View →
DV
Diego Vuilliomenet
Colleague at Delio
Geneva, Geneva, Switzerland, Switzerland
View →
WH
William Hannah
Colleague at Delio
United Kingdom, United Kingdom
View →
JD
James Davies
Colleague at Delio
Greater Cardiff Area, United Kingdom
View →
4 education records
Lisa Sheehan education
Ma Business Management
Bachelor Of Arts (B.A.), Languages, Literature And Film
Bachelor Of Arts (B.A.), Foreign Languages And Literatures, General
Leaving Certificate
Beara Community School
FAQ
Frequently asked questions about Lisa Sheehan
Quick answers generated from the profile data available on this page.
What company does Lisa Sheehan work for?
Lisa Sheehan works for Delio.
What is Lisa Sheehan's role at Delio?
Lisa Sheehan is listed as Head of Account Management at Delio at Delio.
What is Lisa Sheehan's email address?
AeroLeads has found 1 work email signal at @deliowealth.com for Lisa Sheehan at Delio.
Where is Lisa Sheehan based?
Lisa Sheehan is based in United Kingdom, United Kingdom, United Kingdom while working with Delio.
What companies has Lisa Sheehan worked for?
Lisa Sheehan has worked for Delio, Securis Investment Partners Llp, Fulcrum Asset Management, Northern Trust Corporation, and The Office Of The Revenue Commissioner.
Who are Lisa Sheehan's colleagues at Delio?
Lisa Sheehan's colleagues at Delio include Jack Doe, Kim Luegrong, Nicole Baas, Sion Purnell, and 김동훈.
How can I contact Lisa Sheehan?
You can use AeroLeads to view verified contact signals for Lisa Sheehan at Delio, including work email, phone, and LinkedIn data when available.
What schools did Lisa Sheehan attend?
Lisa Sheehan holds Ma Business Management from University Of Limerick.
What skills is Lisa Sheehan known for?
Lisa Sheehan is listed with skills including Teamwork, Customer Service, Communication, Microsoft Office, Microsoft Excel, Team Leadership, Team Organisation, and Ecdl Certification.
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