Sean Phelan is a eficient expert, working in Loomis, Sayles & Company main office of which is in 499. on the position of Credit Research Assistant from 2017. This person has earned professional experience in more than ten positions at different companies. Sean Phelan went to the University College Dublin and got education from 2015 to 2015. This professional has such professional qualifications as Cfa Institute - 2016 Research Challenge - Regional Participant and Cfa Institute. Downingtown, Pennsylvania is the city, where this person was lastly known to live. Sean's email address and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Shaun Phelan,
Shawn Phelan,
Shane Phelan
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 7, 2022
Email
sm**@worldtrademortgage.com, sp**@mclagan.com
Location
Downingtown, PA
Company
Workplace
Colleagues
Work History
Credit Research Assistant
Boston, MA
Investment Grade/High Yield/Leveraged Loans Industry coverage: Retail, Supermarkets, Food & Beverage, Tobacco
Jun 2017 — Aug 2018
Portfolio Management Summer Analyst
1 Financial Plz, Hartford, CT 06101
100B+ global fixed-income focused asset management firm serving institutional investors
Jun 2016 — Aug 2016
Management Consulting Summer Analyst - Wealth Management Team
1600 Summer St SUITE 601, Stamford, CT 06905
Leading performance and reward consulting firm for the financial services industry
May 2015 — Aug 2015
Athletic Marketing Assistant
352 Mansfield Rd, Storrs, CT 06269
Marketing for UConn Field Hockey and group ticket sales for UConn Basketball, Football, and Hockey
Jun 2014 — May 2015
Intern - Bases
85 Broad St, New York, NY 10004
BASES uses statistical forecasting models and proprietary data to consult clients on a range of business strategies
May 2013 — Jun 2013
President
Pa Mortgage Broker, Pa Mortgage Consultant, Pa Loan Officer, Pa Loan Advisor, Pa Mortgage Loan Officer, Pa Mortgage Loan Advisor, Pa Mortgage Professional, Pennsylvania Mortgage Broker, Penn...
from Feb 2004
Financial Advisor
1585 Broadway, New York, NY 10003
Responsible for providing clients guidance and investment advice and strategies to achieve their financial goals. Examine overall financial picture and design / implement a plan to help them...
Jan 2000 — Jun 2002
Education
2015 — 2015
2013 — 2017
2009 — 2013
1996 — 2001
Occupations
Executive
Chairperson
Financial Broker
Mortgage Broker
Counselor
Loan Officer
Advisor
Mortgage Loan Officer
Accountant
Finance and Accounting Specialist
Financial Consultant
Chief Executive
Mortgage Specialist
Loan Officers
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Mortgage Lending
Fha
First Time Home Buyers
Real Estate
Residential Homes
Refinance
Powerpoint
Leadership
Teamwork
Microsoft Office
Microsoft Excel
Economics
Microsoft Word
Finance
Time Management
Social Media
Group Discussions
Group Work
Team Leadership
Marketing
Research
English
Editing
Facebook
Networking
FAQs about Sean Phelan
What is the profession of Sean Phelan?
This professional's job is Credit Research Assistant
What jobs is Sean Phelan proficient at at?
The expert is a professional Executive and Chairperson jobs.
Where is Sean Phelan currently located?
Sean is currently located in Downingtown, Pennsylvania.
Does Sean have the email address?
sm**@worldtrademortgage.com and sp**@mclagan.com is Sean Phelan's email address.
Where did Sean Phelan work?
Sean worked at Loomis, Sayles & Company, Conning.
Where has Sean Phelan studied?
Sean studied at the University College Dublin from 2015 to 2015.
What are the certifications of Sean Phelan?
This professional received the following certifications: Cfa Institute - 2016 Research Challenge - Regional Participant and Cfa Institute.
What languages does Sean Phelan speak?
Sean Phelan speaks English.