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Alan Shepard Location
Madison, WI, US
Alan Shepard Work
Vice President and Portfolio Manager @ (January 2013 - Present)
Vice President and Fixed Income Analyst @ (January 2010 - Present)
Owner and General Manager @ Homestyle Soft Furnishings (January 2002 - January 2008)
Trader @ Midwest Derivatives (January 1998 - January 2001)
Trader @ Probability Based Trading (January 1995 - January 1997)
Trader @ (January 1993 - January 1995)
Trader @ Cooper Neff (January 1988 - January 1992)
Alan Shepard Education
Wisconsin School of Business
MBA (Applied Security Analysis)
2009-2011
University of Delaware
BS (Economics and Finance)
1984-1988
The London School of Economics and Political Science (LSE) 1986-1987
Concord High School 1981-1984
Alan Shepard Skills
Interest Rate Derivatives
Equities
Trading
Fixed Income Analysis
Commodity Markets
MBS
Financial Analysis
Financial Modeling
Mutual Funds
Fixed Income
Investments
Bonds
Portfolio Management
Options
Credit Analysis
Alternative Investments
Asset Allocation
Asset Management
Equity Research
Hedge Funds
Valuation
Team Building
Microsoft Office
Management
Microsoft Excel
Alan Shepard Summary
Alan Shepard, based in Madison, WI, US, is currently a Vice President and Portfolio Manager at Madison Investment Advisors. Alan Shepard brings experience from previous roles at Madison Investment Advisors, Homestyle Soft Furnishings, Midwest Derivatives and Probability Based Trading. Alan Shepard holds a 2009 - 2011 MBA in Applied Security Analysis @ Wisconsin School of Business. With a robust skill set that includes Interest Rate Derivatives, Equities, Trading, Fixed Income Analysis, Commodity Markets and more. Alan Shepard has 2 emails and 2 mobile phone numbers on RocketReach.
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