Fred Sheehan

Questioner
DISC Type : c

Financial Services Professional at NYLIFE Securities LLC

Greater Boston, United States

Overview

Fred Sheehan is a Financial Services Professional at New York Life, specializing in helping individuals and business owners create and preserve wealth. An alumnus of the United States Naval Academy and Columbia Business School, he leverages his expertise in investment strategies and risk analysis to advise clients.

Outside of his primary role, Fred is a published author with a keen interest in economic history and policy. He is actively involved with his alma mater, serving as an Investment Committee Member for the U. S. Naval Academy Alumni Association, where he advises on investment strategies and policies.

Fred has authored two books, "Greenspans Bubbles" and "Panderer to Power, " which critically analyze the legacy of former Federal Reserve Chairman Alan Greenspan.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to analyze every situation thoroughly.
  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Economic History
Authored two books analyzing the economic impact and policies of former Federal Reserve Chairman Alan Greenspan, indicating a deep interest in financial history.
Investment Risk
As a member of two investment committees, he focuses specifically on analyzing and advising on risk, particularly tail risk, in investment portfolios.
Wealth Preservation
His professional headline and focus is on helping clients create, build, and preserve wealth through various financial and insurance strategies.

Media Appearances

Fred has no verified media appearances

Work History

12-2016
Financial Services Professional at NYLIFE Securities LLC
10-2016
Licensed Agent at New York Life Insurance Company
2007 - 12-2016
Investment Committee Member at Lowell Blake & Associates
6-2006
Investment Committee Member at U.S. Naval Academy Alumni Association
2006
Investment Committee Member at United States Naval Academy Alumni Association

Education

1983 - 1985
MBA from Columbia Business School
BS from United States Naval Academy

More Information

Social Presence :

Prographics :

Exp : 44 Location : Greater Boston, United States Job Level : N/A Designation : Financial Services Professional at NYLIFE Securities LLC
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Insights For Selling To Fred

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Fred is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Fred

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Fred move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Fred take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Fred

Personality Compatibility


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