Brian Shepherd Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Brian Shepherd Location
- New York, NY, US
Brian Shepherd Work
- 2016 -now Managing Director - Investments @
- 2013 -2016 Director @
- 1993 -2013 Senior Vice President @ Smith Barney
Brian Shepherd Education
- McDaniel College
Bachelor’s Degree (History)
1989-1993 - Brunswick School
High School
1987-1989
Brian Shepherd Skills
- Investments
- Management
- Strategy
- Risk Management
- Strategic Planning
- Business Strategy
- Leadership
- Change Management
- Equities
- Portfolio Management
- Banking
- Marketing
- Business Analysis
Brian Shepherd Summary
- Brian Shepherd, based in New York, NY, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Brian Shepherd brings experience from previous roles at Credit Suisse and Smith Barney. Brian Shepherd holds a 1989 - 1993 Bachelor’s Degree in History @ McDaniel College. With a robust skill set that includes Investments, Management, Strategy, Risk Management, Strategic Planning and more. Brian Shepherd has 2 emails on RocketReach.
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