Wesley Cullinane
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Wesley Cullinane Email & Phone Number

Portfolio Analyst at Heritage Wealth Advisors at Heritage Wealth Advisors
Location: Greater Charlottesville Area, United States, United States 9 work roles 1 school
1 work email found @btrcap.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email w****@btrcap.com
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Current company
Heritage Wealth Advisors
Role
Portfolio Analyst at Heritage Wealth Advisors
Location
Greater Charlottesville Area, United States, United States
Company size
40 employees

Who is Wesley Cullinane? Overview

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Quick answer

Wesley Cullinane is listed as Portfolio Analyst at Heritage Wealth Advisors at Heritage Wealth Advisors, a company with 40 employees, based in Greater Charlottesville Area, United States, United States. AeroLeads shows a work email signal at btrcap.com and a matched LinkedIn profile for Wesley Cullinane.

Wesley Cullinane previously worked as Portfolio Analyst at Heritage Wealth Advisors and Senior Associate at Heritage Wealth Advisors. Wesley Cullinane holds Bachelor Of Science, Major: Finance; Minor: English, Cum Laude from Bentley University.

Company email context

Email format at Heritage Wealth Advisors

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{first_initial}{last}@btrcap.com
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AeroLeads found 1 current-domain work email signal for Wesley Cullinane. Compare company email patterns before reaching out.

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Profile bio

About Wesley Cullinane

Highly motivated, versatile and creative finance professional with 11 years experience at fast paced, high pressure investment brokerage firms requiring multitasking, prioritizing and handling of heavy workloads without assistance or supervision Has a strong knowledge of finance, economic and general business concepts and processes using industry standard and broker specific analytical and operational tools Energetic self-starter with excellent analytical, organizational and creative skills who excels working both as an individual and as a member of a team Actively searching for new challenges and the opportunity for success in the world of business and finance, utilizing my skills to help organizations and clients reach their goalsSpecialties: Experience in the financial services sector as a versatile coordinator, trader, analyst and administrator for a small brokerage firm with limited sales support staff. Skilled in many facets of the business, from research, analysis and portfolio allocation to trading, transaction and new business processing as well as customer service and accounting. Able to handle heavy workloads that involve a wide array of duties in a fast paced, high pressure environment on a daily basis.The views I express on this site are my own, are not endorsed by, and do not represent those of my employer Heritage Wealth Advisors. Heritage disclaims any responsibility or liability for any errors, omissions, losses or damages claimed or incurred due to any Heritage associate's postings on social media.

Listed skills include General Operations, Data Conversion, Operations, and Pdf.

Current workplace

Wesley Cullinane's current company

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Heritage Wealth Advisors
Heritage Wealth Advisors
Portfolio Analyst at Heritage Wealth Advisors
richmond, virginia, united states
Website
heritagewealth.net
Employees
40
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9 roles

Wesley Cullinane work experience

A career timeline built from the work history available for this profile.

Head Of Trading And Assistant Operations Manager

Btr Capital Management

San Francisco Bay Area

  • Continued responsibility for all trading of all positions for entire firm
  • Expanded role assisting Operations Manager and Office Manager with all duties, including software and systems management & reporting
  • Step up and take over for Operations Manager and Office Manager during maternity leaves and vacations
  • Take over role as point of contact from Office Manager for all client requests and customer service, ensuring all Required Minimum Distributions calculated accurately and taken before year end
Jan 2016 - Aug 2018

Head Of Trading & Operations Associate

Btr Capital Management

San Francisco, California, United States

  • Assume all trading for all portfolio managers, with volume in the millions of dollars, relying on assistance only when necessary during high volume days
  • Expanded role assisting portfolio managers, operations manager and office manager as well as oversight of various projects. Continued Operations Assistant responsibilities
Jan 2013 - Dec 2015

Trader & Operations Assistant

Btr Capital Management

San Francisco, California, United States

  • Process and execute all equity, fixed income and mutual fund trades for portfolio managers and their clients using various custodian and broker software as well as through contra broker trading desks; assist with trade.
  • Reconcile and monitor client accounts to ensure portfolio software and custodian accounts match, resolve custodial discrepancies
  • Assist with day to day as well as month and quarter end accounting and operation duties for client accounts
  • Provide other various assistance to portfolio managers and operations manager, including performance report generation, research assistance, processing of client requests, transactions, transfers and tax reporting
Feb 2012 - Dec 2012

Canvass Team Leader

Join Joanna Rees For Mayor 2011

San Francisco Bay Area

  • Aiding in coordinating team members in campaign efforts throughout the city
  • Canvassing neighborhoods, leading discussions, making phone calls and general marketing and promotion of Joanna Rees for Mayor of San Francisco
  • Training teammates in promotional duties
Aug 2011 - Nov 2011

Equity Coordinator & Investment Administrator

Capital Analysts Of New England, Inc.

Greater Boston Area

General operations, trading, research, analysis, portfolio allocation, coordination, administration, accounting, bookkeeping, compliance assistance, relationship management and customer service at Capital Analysts of New England, Inc., an investment brokerage firm located in Quincy, MA.

Aug 2007 - Aug 2011
Team & coworkers

Colleagues at Heritage Wealth Advisors

Other employees you can reach at heritagewealth.net. View company contacts for 40 employees →

SS Sarah Simmer Cpa, Cfp®, Cap® Sarah Simmer Cpa, Cfp®, Cap® Colleague at Heritage Wealth AdvisorsWexford, Pennsylvania, United States, United States View → MR Meagan Roberts, Cpa, Cfp® Meagan Roberts, Cpa, Cfp® Colleague at Heritage Wealth AdvisorsSewickley, Pennsylvania, United States, United States View → KC Katherine Cross Katherine Cross Colleague at Heritage Wealth AdvisorsRichmond, Virginia, United States, United States View → RM Ramona Mitchell Ramona Mitchell Colleague at Heritage Wealth AdvisorsUnited States, United States View → CK Cyrus Kump Cyrus Kump Colleague at Heritage Wealth AdvisorsHarrisonburg, Virginia, United States, United States View → JR Joy Rowe Joy Rowe Colleague at Heritage Wealth AdvisorsRichmond, Virginia, United States, United States View → TL Tina Leiter Tina Leiter Colleague at Heritage Wealth AdvisorsKeswick, Virginia, United States, United States View → TS Takisha Smith Robinson Takisha Smith Robinson Colleague at Heritage Wealth AdvisorsRichmond, Virginia, United States, United States View → KS Kristen Sarah Kristen Sarah Colleague at Heritage Wealth AdvisorsBellingham, Washington, United States, United States View → JJ Jay Jordan Jay Jordan Colleague at Heritage Wealth AdvisorsRichmond, Virginia, United States, United States View →
1 education record

Wesley Cullinane education

FAQ

Frequently asked questions about Wesley Cullinane

Quick answers generated from the profile data available on this page.

What company does Wesley Cullinane work for?

Wesley Cullinane works for Heritage Wealth Advisors.

What is Wesley Cullinane's role at Heritage Wealth Advisors?

Wesley Cullinane is listed as Portfolio Analyst at Heritage Wealth Advisors at Heritage Wealth Advisors.

What is Wesley Cullinane's email address?

AeroLeads has found 1 work email signal at @btrcap.com for Wesley Cullinane at Heritage Wealth Advisors.

Where is Wesley Cullinane based?

Wesley Cullinane is based in Greater Charlottesville Area, United States, United States while working with Heritage Wealth Advisors.

What companies has Wesley Cullinane worked for?

Wesley Cullinane has worked for Heritage Wealth Advisors, Mangham Associates, Inc., Btr Capital Management, Join Joanna Rees For Mayor 2011, and Capital Analysts Of New England, Inc..

Who are Wesley Cullinane's colleagues at Heritage Wealth Advisors?

Wesley Cullinane's colleagues at Heritage Wealth Advisors include Sarah Simmer Cpa, Cfp®, Cap®, Meagan Roberts, Cpa, Cfp®, Katherine Cross, Ramona Mitchell, and Cyrus Kump.

How can I contact Wesley Cullinane?

You can use AeroLeads to view verified contact signals for Wesley Cullinane at Heritage Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Wesley Cullinane attend?

Wesley Cullinane holds Bachelor Of Science, Major: Finance; Minor: English, Cum Laude from Bentley University.

What skills is Wesley Cullinane known for?

Wesley Cullinane is listed with skills including General Operations, Data Conversion, Operations, and Pdf.

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