Sean Cunneen Email and Phone Number
Sean Cunneen work email
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Sean Cunneen personal email
Throughout my career, I have demonstrated my dedication and diligence to complete challenging tasks in high stress situations. I excel in project development and implementation by leveraging my experience in the financial industry to provide internal and external clients with exceptional service.
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Senior AssociateNew York Life Insurance CompanyJersey City, Nj, Us
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Senior AssociateNew York Life Insurance Company Jan 2023 - PresentNew York City Metropolitan Area -
Business Continuity SpecialistBny Mellon May 2021 - Dec 2022New York City Metropolitan Area• Develop and maintain processes to ensure continual operations in the event of disaster or interruption of information processing services• Lead business requirements design, use cases, UAT plans, and data analysis • Implement real-time monitoring capabilities to capture business operations/markets and transaction information.• Experience working in an Agile environment -
Client Transition Account ManagerPershing, A Bny Mellon Company Nov 2017 - May 2021Jersey City, New Jersey, United States- Manage advisors’ transition of RIA clients’ business to new custodial platform – for bothbrokerage and bank custody relationships- Act as primary point of contact for advisors to ensure all operational and business needsare met during the transition phase- Create and implement transition project plan for Registered Investment Advisors- Educate clients on solutions and products offered through Pershing Advisor Solutions -
Transition SpecialistPershing, A Bny Mellon Company Aug 2015 - Nov 2017Jersey City, New Jersey- Analyze and vet current trading, holdings, and unique products offered by RegisteredInvestment Advisors- Train clients to support day to day functionality such as trading, operations, and assetmovement- Provide daily and weekly tracking updates for Advisor’s transition progress
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Client Service AnalystNeuberger Berman May 2014 - Aug 2015Greater New York City Area- Serve as a liaison between internal and external operational groups to support financial advisers in managing $41 billion dollars of wealth management accounts invested in Neuberger Berman equity, fixed income and specialty funds- Produce daily market sector and weekly economic data reports providing my team of ten with pertinent sector and economic news that would affect fund holdings.- Connect financial market and Mutual Fund performance data to 50-60 shareholders on a daily basis -
Wealth Management InternMorgan Stanley May 2013 - Apr 2014Morristown, New JerseyAs a Morgan Stanley Wealth Management Intern, I worked with financial teams to help meet and exceed our clients' goals and expectations. My responsibilities included constructing financial plans, organizing portfolio reviews and preparing daily statements for client appointments. Other daily tasks include establishing relationships with clients, sitting in on appointments, and executing money transfers. -
Financial RepresentativeNorthwestern Mutual Jan 2012 - May 2012Princeton, New JerseyFinancial Sales Representatives and Advisors within the Northwestern Mutual Financial Network provide expert guidance and innovative solutions for individuals and businesses in the areas of retirement needs analysis and planning, business needs analysis and planning, employee benefits, insurance and investment services, estate planning and education funding. Representatives and Advisors are supported by highly competent staff and our Network of Specialists who provide expertise in all product areas.
Sean Cunneen Skills
Sean Cunneen Education Details
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Finance
Frequently Asked Questions about Sean Cunneen
What company does Sean Cunneen work for?
Sean Cunneen works for New York Life Insurance Company
What is Sean Cunneen's role at the current company?
Sean Cunneen's current role is Senior Associate.
What is Sean Cunneen's email address?
Sean Cunneen's email address is sc****@****ail.com
What schools did Sean Cunneen attend?
Sean Cunneen attended The College Of New Jersey.
What skills is Sean Cunneen known for?
Sean Cunneen has skills like Investments, Portfolio Management, Wealth Management, Management, Customer Service, Business Analysis, Mutual Funds, Equities, Microsoft Word.
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4googlemail.com, navy.mil, solute.us, cavuconsultinginc.com -
Sean Cunneen
New York City Metropolitan Area1brandwatch.com2 +155180XXXXX
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