Stuart Sheehan Email & Phone Number

Edinburgh, United Kingdom

Edinburgh, United Kingdom

In my role I had responsibility for the 3 client accounting and administration teams servicing our North American institutional clients, providing a comprehensive, bespoke administration and accounting service.

London, United Kingdom

My role as Head of UK Client Reporting was responsible for the complete oversight of a full and tailored reporting service to UBS GAM's institutional UK based clients, producing and despatching accurate and detailed investment commentary and accounting reporting on a monthly and quarterly frequency to client and regulatory deadlines.

London, United Kingdom

Joining UBS (Phillips & Drew Fund Management, at that time), as a Client Reporter, responsible for the client relationship and reporting provision for up to 40 institutional clients, I progressed to become a Team Leader. As a Team Leader, I took responsibility for 5 Client Reporters, the review of their reporting and their client servicing, their coaching.

London, United Kingdom

My Administrator role encompassed a wide range of tasks servicing a range of Schroder Unit Trusts, including pricing, accounting and reporting.

London, United Kingdom

As a Pension Fund Administrator, I took responsibility for the accounting, reconciling and provision of an administration client service to approximately 15 - 20 of the Company's UK based institutional clients.

London, United Kingdom

Commencing my career in the accounting processing areas, I progressed through cashiering a number of international client servicing roles culminating in my eventual rise to a role specialising in the securing of loans and mortgages. safe deposit and share dealing services in a front line branch client facing role.