Anna Shepherd Email & Phone Number
AVP, Wealth Business Advisor @ Truist Wealth
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Anna Shepherd Location
- Charlotte, NC, US
Anna Shepherd Work
- AVP, Wealth Business Advisor @ (February 2026 - Present)
- Strategic Client Group Associate @ (July 2024 - February 2026)
- Wealth Analyst @ (July 2023 - July 2024)
- Wealth Summer Analyst @ (June 2022 - August 2022)
- Vice President Finance @ (November 2020 - November 2021)
- Finance Intern @ (June 2021 - August 2021)
- Finance Intern @ (June 2021 - August 2021)
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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