The Role of CRM in Wealth Management
Neil Sheehan brings more than seven years of experience in the financial services industry to his Research Analyst’s role at Cutter Associates. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a global research and advisory firm focused on technology for financial institutions. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements. Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman. Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College.
Neil’s areas of expertise include the following:
• Experience working in US financial services and fintech product development, supporting back- and middle-office functions
• Strong research focus in BPO, RPA, intelligent automation, client experience, investment operations, financial planning, and portfolio construction
• Work featured in trade publications, such as Investment News, Financial Planning, Wealth Management.com, and Business Insider