Brett Shepard Email & Phone Number
Founder | Estate Planning and Insurance Strategist @ Peace of Mind Financial, LLC
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Brett Shepard Location
- Plainfield, IL, US
Brett Shepard Work
- Founder | Estate Planning and Insurance Strategist @ (July 2024 - Present)
- Director Of Business Development @ (June 2018 - July 2024)
- Manager @ (December 2017 - July 2024)
- Vice President Of Business Development @ (December 2017 - July 2024)
- Senior Care Coordinator @ (April 2016 - December 2017)
- Director of Business Development @ Willow Services - Home Care and Hospice (August 2014 - April 2016)
- Senior Account Manager @ Willow Services - Home Care and Hospice (January 2014 - August 2014)
- Account manager @ Willow Services - Home Care and Hospice (January 2012 - January 2014)
- Client Care Coordinator @ Converge Home Health Care (March 2011 - January 2012)
- Client Care Coordinator @ Healthquest Homecare LLC (February 2010 - March 2011)
- Personal Banker @ (August 2006 - February 2010)
- Secondary Marketing Manager @ New Millennium Mortgage (August 2005 - January 2006)
- IT Manager @ New Millennium Mortgage (February 2005 - January 2006)
- Account Executive @ (January 2004 - August 2004)
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 3 mobile phone numbers on RocketReach.
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