Tom Sheehan Email and Phone Number
Tom Sheehan work email
- Valid
- Valid
Tom Sheehan personal email
Tom Sheehan phone numbers
With over 18 years of experience in the asset management industry, I am a passionate and versatile portfolio manager and compliance officer at Round Oak Capital, a boutique investment firm that provides customized solutions for high-net-worth clients. My core competencies include investment research and selection, valuation, capital markets, and firm compliance and accounting. I am driven by the mission of helping clients achieve their financial goals and objectives, while adhering to the highest standards of ethics and integrity. I bring diverse perspectives and experiences to the team, as I have worked with various asset classes, sectors, and geographies throughout my career.As a portfolio manager and compliance officer at Round Oak Capital since 2010, I am responsible for managing and overseeing the firm's investment portfolios, as well as ensuring compliance with all regulatory and legal requirements. I conduct in-depth research and analysis on various equity, fixed income, and real estate securities, and make strategic decisions based on the clients' risk profiles, preferences, and needs. I also monitor and report on the performance and risk of the portfolios, and communicate effectively with clients and stakeholders. In addition, I handle the firm's accounting, auditing, and tax matters, and implement and maintain policies and procedures to ensure compliance with all relevant laws and regulations. I leverage my skills in investments, valuation, capital markets, and compliance to deliver optimal results for the firm and the clients.
Round Oak Capital Llc
View- Website:
- roundoakcap.com
- Employees:
- 1
-
Portfolio Manager And Compliance OfficerRound Oak Capital LlcCharlottesville, Va, Us
-
Portfolio Manager & Compliance OfficerRound Oak Capital Llc 2010 - PresentCharlottesville, VirginiaResponsible for investment research and selection as well as firm compliance and accounting. Experience with all major asset classes including equities, fixed income and real estate.
-
Portfolio Manager & ResearchInverness Counsel Llc 2006 - 2010New York, Ny -
Credit Research AssociateDeutsche Bank 2002 - 2005New York, Ny -
Equity Research AssociateAbn Amro Bank N.V. 2001 - 2002New York, Ny
Tom Sheehan Skills
Tom Sheehan Education Details
-
Bachelor'S Degree -
Bachelor'S Degree
Frequently Asked Questions about Tom Sheehan
What company does Tom Sheehan work for?
Tom Sheehan works for Round Oak Capital Llc
What is Tom Sheehan's role at the current company?
Tom Sheehan's current role is Portfolio Manager and Compliance Officer.
What is Tom Sheehan's email address?
Tom Sheehan's email address is sh****@****sel.com
What is Tom Sheehan's direct phone number?
Tom Sheehan's direct phone number is +191769*****
What schools did Tom Sheehan attend?
Tom Sheehan attended Yale University, Yale University.
What skills is Tom Sheehan known for?
Tom Sheehan has skills like Venture Capital, Investments, Business Strategy, Start Ups, Valuation, Financial Modeling, Due Diligence, Private Equity, Capital Markets, Equities, Mergers And Acquisitions, Alternative Investments.
Not the Tom Sheehan you were looking for?
-
3miller.iconservices.com, 19north.com, tomsheehan.com2 +161047XXXXX
-
Tom Sheehan
Matthews, Nc1setechusa.com -
6bernsteinshur.com, gmail.com, maine.rr.com, citigroupfundservices.com, bernsteinshur.com, practus.com5 +120763XXXXX
-
2uwalumni.com, fedex.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial