Brian Sheppard Email & Phone Number
Senior Business Manager @ Merrill Lynch
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Brian Sheppard Location
- Chicago, IL, US
Brian Sheppard Work
- 2023 -now Financial Advisor @
- 2020 -now Senior Business Manager @
- 2015 -2020 Investment Associate @
- 2014 -2015 Financial Advisor @
- 2013 -2014 Investment Associate @
- 2011 -2013 Registered Client Associate @
- 2008 -2011 Client Associate @
- 2007 -2007 Internship @
Brian Sheppard Education
- DePaul University 2012-2016
- Barrington High School
Brian Sheppard Skills
- Alternative Investments
- Uniform Combined State Law
- Securities
- Series 63
- Portfolio Management
- Wealth Management
- Investments
- Bloomberg
- Fixed Income
- Asset Allocation
- Investment Advisory
- Series 7
- Retirement Planning
- Equities
- Mutual Funds
Brian Sheppard Summary
- Brian Sheppard, based in Chicago, IL, US, is currently a Senior Business Manager at Merrill Lynch. Brian Sheppard brings experience from previous roles at Merrill Lynch. Brian Sheppard holds a 2012 - 2016 DePaul University. With a robust skill set that includes Alternative Investments, Uniform Combined State Law, Securities, Series 63, Portfolio Management and more. Brian Sheppard has 1 emails on RocketReach.
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