Sean Cunneen Email & Phone Number

Jersey City, Nj, Us

New York City Metropolitan Area

New 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

Jersey 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

Jersey 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

Greater 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

Morristown, New Jersey

As 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.

Princeton, New Jersey

Financial 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.