Andrew Shepard Email & Phone Number
Founder, Partner
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Andrew Shepard Location
- Kansas City, MO, US
Andrew Shepard Work
- 2024 -now Founder, Partner @ Shepard Wealth Advisors – FCS Private Wealth Management
- 2018 -2024 Vice President – Investment Officer @ Shepard Wealth Management Group of Wells Fargo Advisors
- 2016 -2018 Financial Advisor @
- 2013 -2016 Financial Analyst II @
- 2011 -2013 SAS Program Cost Scheduling and Control II @
- 2009 -2011 Financial Leadership Development Program @
- 2005 -2009 Men’s Soccer Team Student Manager @ SMU Athletic Department
Andrew Shepard Education
- Rockhurst University
Executive MBA
2021-2023 - Southern Methodist University
Bachelor of Business Administration (BBA) (Finance)
2005-2009
Andrew Shepard Skills
- Leadership
- Social Media
- Public Speaking
- Financial Modeling
- Forecasting
- Business Development
- Finance
- Process Improvement
- Engineering
- Raytheon Six Sigma Specialist Qualification
- Quality Assurance
- Operations
- Microsoft Office
- Strategic Financial Planning
- Program Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Budgets
- Research
- Supply Chain
- Analysis
Andrew Shepard Summary
- Andrew Shepard, based in Kansas City, MO, US, is currently a Founder, Partner at Shepard Wealth Advisors – FCS Private Wealth Management. Andrew Shepard brings experience from previous roles at Shepard Wealth Management Group of Wells Fargo Advisors, Wells Fargo Advisors, Cerner Corporation and Raytheon. Andrew Shepard holds a 2021 - 2023 Executive MBA @ Rockhurst University. With a robust skill set that includes Leadership, Social Media, Public Speaking, Financial Modeling, Forecasting and more. Andrew Shepard has 1 mobile phone numbers on RocketReach.
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