Brian Sheppard Email & Phone Number
Senior Business Manager @ Merrill Lynch
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Brian Sheppard Location
- Chicago, IL, US
Brian Sheppard Work
- Financial Advisor @ (December 2023 - Present)
- Senior Business Manager @ (September 2020 - Present)
- Investment Associate @ (August 2015 - September 2020)
- Financial Advisor @ (July 2014 - August 2015)
- Investment Associate @ (February 2013 - July 2014)
- Registered Client Associate @ (January 2011 - February 2013)
- Client Associate @ (January 2008 - January 2011)
- Internship @ (September 2007 - December 2007)
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 and 1 mobile phone numbers on RocketReach.
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