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William Gerard Shaheen
Chief Executive Officer at W.G. Shaheen & Associates Ltd.
Profile
Mr. William G.
Shaheen, CPA, is a President & Chief Executive Officer at W.G.
Shaheen & Associates Ltd.
He has over 30 years of top management experience encompassing many financial management positions including SEC reporting, annual report preparation, financial statement preparation and analysis, tax preparation, corporate controllership, management of operating and capital budgets totaling more than $200 million, budgeting and management consulting.
Mr. Shaheen was previously employed as Manager by Frontier Communications and Senior Accountant by Davie Kaplan.
He received his BS in Accounting from St. John Fisher College and has completed the Executive Development Program at the Rochester Institute of Technology.
William Gerard Shaheen active positions
Companies | Position | Start |
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W.G. Shaheen & Associates Ltd.
![]() W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Chief Executive Officer | 1998-12-31 |
Training of William Gerard Shaheen
St. John Fisher College | Undergraduate Degree |
Experiences
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Private companies
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Private companies | 1 |
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W.G. Shaheen & Associates Ltd.
![]() W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Finance |
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