Alex Sheppard Email & Phone Number
Advisor @ Financial Reserve
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alex Sheppard Location
- Portland, OR, US
Alex Sheppard Work
- 2009 -now Advisor @
- 2005 -2009 CFP Associate @ The H-Group, Inc.
- 2004 -2005 Institutional Sales @
- 1998 -2002 Analyst @
Alex Sheppard Education
- Texas McCombs School of Business
MBA
2002-2004 - The University of Texas at Austin
MBA
2002-2004 - Pomona College
BA
1994-1998 - Churchill High School 1989-1993
Alex Sheppard Skills
- Permanent Life Insurance
- Portfolio Management
- Term Life Insurance
- Investment Advisory
- Personal Financial Planning
Alex Sheppard Summary
- Alex Sheppard, based in Portland, OR, US, is currently a Advisor at Financial Reserve. Alex Sheppard brings experience from previous roles at The H-Group, Inc., Arabella Securities and Franklin Templeton Investments. Alex Sheppard holds a 2002 - 2004 MBA @ Texas McCombs School of Business. With a robust skill set that includes Permanent Life Insurance, Portfolio Management, Term Life Insurance, Investment Advisory, Personal Financial Planning and more. Alex Sheppard has 6 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Alex Sheppard?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co