Robert Sheahan

Robert Sheahan has a Bachelor of Arts degree in Economics from Fordham University. Robert has held various roles in sales, marketing, relationship management, and client success at companies like Addepar, BNY Mellon | Pershing, QED Financial Systems, Mill Creek Capital Advisors, Market Street Advisors, Clearbrook Financial, Rorer Asset Management, and 1838 Investment Advisors. Robert has experience working with high-net-worth clients, financial advisors, and institutional markets, focusing on portfolio management, product distribution, client acquisition, and relationship development. Robert's expertise lies in improving operational workflow, increasing client satisfaction, and generating new revenue opportunities.