Thomas Sheehan Email & Phone Number

Northbridge, Ma, Us

Northbridge, Ma, Us

Providence, Rhode Island, United States

Wellesley Hills, Ma

- Evaluate and determine credit worthiness of companies in the financial and transportation industries along with international and domestic REITs- Identified risk and exposure in REIT portfolio from UK Welfare Reform Bill; analysts worked with Portfolio Managers to minimize risk- Create published internal credit reviews to assist various investment strategies in a fixed income portfolio - Analyze 10K & 10Q reports to determine financial positions and potential risks- Interpret macro and micro economic and industry specific trends to access impacts on investments- Review and compare key financial metrics and risks to assess credit exposure- Update and design industry specific credit models to be utilized for benchmark analysis- Maintain financial spreadsheets and company statistics

Wellesley Hills Ma

- Fostered relationships with Financial Advisors in Variable and Fixed Annuities - Analyzed and reconciled errors/omissions in operational procedures that streamlined company practices and forms- Strong knowledge of multiple investment options to implement exchanges in client portfolios - Educated and advised Financial Advisors on complex product features available for current and new products - Collaborated with Senior Compliance Management to ensure information for existing and new products remains compliant- Utilized back office support and resources that promote enduring relationships during and after established sales- Provided on-going detailed knowledge and problem resolution to sales channels and business partners

Branford, Ct

- Managed and produced sales in a protected territory consisting of 20 towns and cities- Analyzed competitors in territory and identified prospective clients- Maximized target markets and grew existing accounts by 10% - Researched mailing and marketing campaigns to ensure growth in market share