Who is Robert Sheehan? Overview
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Robert Sheehan is listed as Client Service Associate at Mariner, based in Waltham, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Robert Sheehan.
Robert Sheehan previously worked as Investment Advisor Intern at Stablepoint Partners and Finance Intern at City Wide Facility Solutions Boston. Robert Sheehan holds Bachelor'S Degree, Finance, General from Bentley University.
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Email format at Mariner
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Mariner
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Profile bio
About Robert Sheehan
I am a driven and versatile Finance major with minors in Computer Information Systems and Management at Bentley University. I have gained professional experience through my internship at City Wide Facility Solutions of Boston, where I assisted with FP&A, month-end and quarter-end procedures, and other daily responsibilities. During my senior year, I am an Investment Advisor Intern at Stablepoint Partners. At Stablepoint I have assisted with building financial plans for clients, portfolio management, and financial analysis. Interning at an RIA has provided me with valuable hands on experience with all aspects of wealth management and financial planning.
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Robert Sheehan's current company
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Mariner
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3 roles
Robert Sheehan work experience
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Investment Advisor Intern
▪ Build tailored comprehensive financial plans using MoneyGuidePro software, aligning client portfolios with their risk tolerance to optimize returns and long-term financial goals ▪ Execute in-depth research on clients’ current 401k holdings to identify higher performing mutual funds, enhancing portfolio performance and aligning with their financial objectives and risk aversion ▪ Support various aspects of client service, portfolio management, and financial analysis
Finance Intern
▪ Conducted a comprehensive ratio analysis using financial statements to calculate key financial ratios, providing insights into trends and supporting informed decision making for the company▪ Executed a financial analysis to calculate Customer Acquisition Cost (CAC) and payback period for new clients, providing key information into customer profitability and investment efficiency▪ Analyzed 2023 and 2024 YTD employee appreciation expenses by department to determine per-person costs, improving the accuracy of the 2025 budgeting process for the company▪ Performed regular price comparisons for client orders to identify the most cost-effective vendor▪ Managed accounts receivable totaling $100,000+ weekly of both recurring and one-time payments▪ Assisted the finance team with reconciliation, month-end, and quarter-end procedures▪ Updated and maintained client databases and company records using CRM and accounting software
Jun 2024 - Aug 2024
2 education records
Robert Sheehan education
Bachelor'S Degree, Finance, General
Education record
FAQ
Frequently asked questions about Robert Sheehan
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What company does Robert Sheehan work for?
Robert Sheehan works for Mariner.
What is Robert Sheehan's role at Mariner?
Robert Sheehan is listed as Client Service Associate at Mariner.
Where is Robert Sheehan based?
Robert Sheehan is based in Waltham, Massachusetts, United States while working with Mariner.
What companies has Robert Sheehan worked for?
Robert Sheehan has worked for Mariner, Stablepoint Partners, and City Wide Facility Solutions Boston.
How can I contact Robert Sheehan?
You can use AeroLeads to view verified contact signals for Robert Sheehan at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Robert Sheehan attend?
Robert Sheehan holds Bachelor'S Degree, Finance, General from Bentley University.
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