Sean Sweeney

Sean Sweeney Email and Phone Number

Manager | Fractional CFO and Bookkeeping @ Anchor Advisory, LLC
Mount Pleasant, SC, US
Sean Sweeney's Location
Charleston, South Carolina, United States, United States
Sean Sweeney's Contact Details

Sean Sweeney work email

Sean Sweeney personal email

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About Sean Sweeney

Sean Sweeney is a Manager | Fractional CFO and Bookkeeping at Anchor Advisory, LLC. He possess expertise in private equity, capital markets, series 7, investment banking, series 24 and 45 more skills.

Sean Sweeney's Current Company Details
Anchor Advisory, LLC

Anchor Advisory, Llc

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Manager | Fractional CFO and Bookkeeping
Mount Pleasant, SC, US
Sean Sweeney Work Experience Details
  • Anchor Advisory, Llc
    Manager | Fractional Cfo And Bookkeeping
    Anchor Advisory, Llc
    Mount Pleasant, Sc, Us
  • Holomd
    Chief Financial Officer
    Holomd
    Mount Pleasant, Sc, Us
    View
  • Merrion Square Advisors
    Principal
    Merrion Square Advisors Jan 2016 - Present
    United States
    Most recent consulting engagements and services include:Investment Banking Advisor: Providing consulting, corporate finance, and investment banking services for a startup in the construction sector working to introduce a newly patented green building product. Major Achievements:• Conducted business analysis based on financial modeling, industry/market research, competitive analysis, and multiple other factors• Led the sourcing and selection of various lending institutions and the related due diligence process for each potential lenderOutsourced CFO and Business Manager/Project Manager: Retained by a non-profit to develop and implement a strategy to financially restructure the balance sheet and income statement with compliance and oversight as mandated.Major Achievements:• Created a financial roadmap to achieve positive cash flow, a sound balance sheet, cost reductions, and new revenue sources• Developed, negotiated, and executed the plan to renovate underutilized or vacant assets Chief Financial Officer: Retained by a service franchisor operating in six states covering 60 territories.Major Achievements:• Developed and implemented a five-year financial model and budget, established, and selected various operating systems to support scheduling, payroll, and financial functions
  • Kildare Capital / Asset Adviors
    Principal Managing Partner
    Kildare Capital / Asset Adviors Jan 2004 - 2016
    Philadelphia, Pa And London, United Kingdom
    A Financial Advisory Services Company, investment fund management and international banking, Kildare’s first year offerings exceeded $100M with over $500M underwritten by year 5. Built and lead a startup investment fund lending to universities in the “for-profit” sector. The fund developed cash flow solutions for the student loans held on the university balance sheets.Principal Managing Partner & FounderExecutive Leadership and Senior Management role of this boutique investment banking firm and fund management ensuring the overall mission and strategies of the organization were met.Major Achievements: • Executed sound solutions involving investment fund management, domestic and international banking, debt underwriting and distribution, acquisition, and trading of undervalued and distressed financial assets• Led the development, compliance, and implementation of systems, processes, and strategies to achieve business and financial goals• Worked with the business development team, trading team, and software vendors to develop a low-cost proprietary trading platform that allowed daily trading for the student loan trusts.
  • Sourceone Inc.
    Chief Financial Officer
    Sourceone Inc. Oct 2000 - Oct 2007
    Greater Philadelphia Area
    Responsible for management and accountability of day-to-day financial operations including financial modeling, performance metrics, and banking covenant analysis. Mitigated financial and operational risks by presenting financial analysis and strategic recommendations to the board of directors.Major Achievements:• Led the acquisition of a California-based professional architect/design firm through an $8M placement of mezzanine financing• Grew the company by 50% in the first year and merged into one common financial system, smoothly consolidating financial reporting setting the stage for S-1 Filing with the SEC for an IPO• Created third-party client debt structure to grow new business and fulfill real estate construction management contracts.

Sean Sweeney Skills

Private Equity Capital Markets Series 7 Investment Banking Series 24 Series 27 Series 65 Finance Asset Management Fixed Income Equities Banking Business Development Due Diligence Financial Analysis Investments Mergers And Acquisitions Management Financial Services Strategic Planning Trading Start Ups Funding Portfolio Management Leadership Financial Modeling Forecasting Valuation Alternative Investments Business Strategy Project Management Private Equity Funding Modeling Turnaround Experience Capital Structure Capital Raising Merger And Acquisition Communication Business Planning Business Analysis Small Business Business Development Consultancy Bloomberg Compliance Management Regulatory Compliance Financial Reporting Financial Risk Financial Planning Financial Accounting Financial Markets Financial Audits

Sean Sweeney Education Details

Frequently Asked Questions about Sean Sweeney

What company does Sean Sweeney work for?

Sean Sweeney works for Anchor Advisory, Llc

What is Sean Sweeney's role at the current company?

Sean Sweeney's current role is Manager | Fractional CFO and Bookkeeping.

What is Sean Sweeney's email address?

Sean Sweeney's email address is ss****@****tal.com

What is Sean Sweeney's direct phone number?

Sean Sweeney's direct phone number is +121549*****

What schools did Sean Sweeney attend?

Sean Sweeney attended Saint Joseph's University.

What skills is Sean Sweeney known for?

Sean Sweeney has skills like Private Equity, Capital Markets, Series 7, Investment Banking, Series 24, Series 27, Series 65, Finance, Asset Management, Fixed Income, Equities, Banking.

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