Anna Shepherd Email & Phone Number
AVP, Wealth Business Advisor @ Truist Wealth
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Anna Shepherd Location
- Charlotte, NC, US
Anna Shepherd Work
- 2026 -now AVP, Wealth Business Advisor @
- 2024 -2026 Strategic Client Group Associate @
- 2023 -2024 Wealth Analyst @
- 2022 -2022 Wealth Summer Analyst @
- 2020 -2021 Vice President Finance @
- 2021 -2021 Finance Intern @
- 2021 -2021 Finance Intern @
Anna Shepherd Education
- University of Florida
Bachelor of Business Administration - BBA (Wealth Management Minor, Real Estate Minor)
2019-2023 - Episcopal School of Jacksonville 2014-2019
Anna Shepherd Summary
- Anna Shepherd, based in Charlotte, NC, US, is currently a AVP, Wealth Business Advisor at Truist Wealth. Anna Shepherd brings experience from previous roles at Truist Wealth and Alpha Delta Pi Sorority. Anna Shepherd holds a 2019 - 2023 Bachelor of Business Administration - BBA in Wealth Management Minor, Real Estate Minor @ University of Florida. Anna Shepherd has 1 emails and 1 mobile phone numbers on RocketReach.
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