Brett Shepard Email & Phone Number
Founder | Estate Planning and Insurance Strategist @ Peace of Mind Financial, LLC
5 free lookup(s).
Brett Shepard Location
- Plainfield, IL, US
Brett Shepard Work
- 2024 -now Founder | Estate Planning and Insurance Strategist @
- 2018 -2024 Director Of Business Development @
- 2017 -2024 Manager @
- 2017 -2024 Vice President Of Business Development @
- 2016 -2017 Senior Care Coordinator @
- 2014 -2016 Director of Business Development @ Willow Services - Home Care and Hospice
- 2014 -2014 Senior Account Manager @ Willow Services - Home Care and Hospice
- 2012 -2014 Account manager @ Willow Services - Home Care and Hospice
- 2011 -2012 Client Care Coordinator @ Converge Home Health Care
- 2010 -2011 Client Care Coordinator @ Healthquest Homecare LLC
- 2006 -2010 Personal Banker @
- 2005 -2006 Secondary Marketing Manager @ New Millennium Mortgage
- 2005 -2006 IT Manager @ New Millennium Mortgage
- 2004 -2004 Account Executive @
Brett Shepard Education
- FortuneBuilders Mastery
(Real Estate)
2017-2018 - Northern Illinois University
Bachelors (Computer Science)
1999-2003 - Waubonsee Community College
(Networking)
- DePaul University
(Computer Science and Information Technology)
Brett Shepard Skills
- Onboarding
- Customer Satisfaction
- Team Management
- Retail Banking
- Leadership Development
- Cross-Selling
- Administration
- Regulatory Compliance
- Sales Prospecting
- Team Leadership
- Operations Management
- Healthcare Information Technology (HIT)
- Communication
- Time Management
- Sales Management
- Business Relationship Management
- Microsoft Office
- Sales
- Marketing
- Account Management
- Healthcare
- CRM
- Medicare
- Customer Service
- Business Networking
- Healthcare Management
- Home Care
- Management
- Hospitals
- Leadership
- Teaching
- Project Management
- SQL
- Strategy
- Business Development
- Public Speaking
Brett Shepard Summary
- Brett Shepard, based in Plainfield, IL, US, is currently a Founder | Estate Planning and Insurance Strategist at Peace of Mind Financial, LLC. Brett Shepard brings experience from previous roles at Link Home Care LLC, Property Link Inc, CareLink Home Health and Health at Home. Brett Shepard holds a 2017 - 2018 FortuneBuilders Mastery. With a robust skill set that includes Onboarding, Customer Satisfaction, Team Management, Retail Banking, Leadership Development and more. Brett Shepard has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Peace of Mind Financial, LLC Employees
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