Robert Sheehan
Private Wealth Management Intern at Stablepoint Partners
Based in Stony Brook, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Stony Brook
Industry
Financial Services
Company size
5
Contact information
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r•••••••@stablepointpartners.com
Phone
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Background
About Robert Sheehan
I am a driven and versatile Finance major with minors in Computer Information Systems and Management at Bentley University. I have gained professional experience through my internship at City Wide Facility Solutions of Boston, where I assisted with FP & A, month-end and quarter-end procedures, and other daily responsibilities. During my senior year, I am an Investment Advisor Intern at Stablepoint Partners. At Stablepoint I have assisted with building financial plans for clients, portfolio management, and financial analysis. Interning at an RIA has provided me with valuable hands on experience with all aspects of wealth management and financial planning.
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