Daniel Sheehan

*** * ******** ***. ***, Charlotte, 28202

803-***-**** adwfqs@r.postjobfree.com

EXPERIENCE

UBS Charlotte, NC

Wealth Management Associate January 2022 – Present I work alongside a team of FAs to provide financial advice for high-net-worth individuals and families. I oversee a range of portfolios that the FAs offer to clients and oversee the strategy behind the decision making in the portfolios. I consult with our clients on their current financial needs, and their financial plans moving forward to best align those needs with our portfolios that best suit them. The role requires a lot of research for both fundamental and technical applications. I run financial models on excel and use three-statement analysis to make decisions. I have my Series 7 and Series 66 licenses. Sage Valley Graniteville, SC

Client Representative & Club Ambassador June 2020 – January 2022 Worked directly with members of the club, maintaining relationships, and handling their requests. Responsible for logistics, scheduling, and planning, alongside the customer service for each guest. Relationship oriented role. NCAA Student Athlete Aiken, SC/ Augusta, GA

Collegiate Golfer August 2016- June 2021

Knowle Golf Club Bristol, UK

Restaurant & Lounge Manager January 2015- August 2016 I managed 13 members of staff and was responsible for scheduling, budgeting, coordinating, risk management, and sales. Responsible for meeting consumers and building relationships. PKF Bristol, UK

Intern March- May 2011

Assisted with the preparation of financial reports, observed bank reconciliations, and served as support to the finance and audit teams. Created and ran financial models in Excel. EDUCATION

Harrisburg University Harrisburg, PA

Master of Science in Analytics, 4.0/4.0 August 2024

• Relevant Coursework: Analytics, Digital Technologies, Python, R Augusta University Augusta, GA

MBA, 3.7/4.0 August 2021

• Honors: Academic All American, Deans List, First Team All-Conference Golfer

• Relevant Coursework: Accounting, Economics, Management University of South Carolina Columbia/Aiken, SC

Bachelor of Science in Finance, 3.7/4.0 May 2020

• Honors: Academic All American, Deans List, Multiple Golf Honors, Presidents List

• Relevant Coursework: Accounting, Corporate Finance, Economics, Financial Statement Analysis, Portfolio management, Valuation Modelling.

SKILLS, ACTIVITIES & INTERESTS

Technical Skills: Advanced Excel, Financial Modelling in Excel, R, Python, Bloomberg AIM & Terminal Certifications & Training: FINRA SIE, Series 7, Series 66. Google Analytics Qualification Activities: Collegiate golfer, England Schools International, Student Advisory Board Treasurer, Beta Gamma Sigma