Advisor360°
Lucas Sheehan is a Manager of CRM Data Engineering at Advisor360° since April 2019, previously serving as a CRM Database Conversion Engineer at Commonwealth Financial Network for eight years. At Commonwealth, Lucas specialized in migrating sensitive client data between CRM systems, building client relationships, and ensuring successful transitions. Lucas's experience includes CRM support, providing nationwide assistance to over 2,200 users and facilitating synchronization between various systems. Educational qualifications include a Bachelor's degree in Information Technology from Southern New Hampshire University and two Associate's degrees in Computer Networking and Small Business Administration/Management from Nashua Community College.
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Advisor360°
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Advisor360° is a fully-integrated wealth management SaaS platform that unifies all systems Financial Advisors need to run their business and support clients.