Dan Shepard Email & Phone Number
CEO and Founder @ Oak Road Wealth Management
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Dan Shepard Location
- Lee's Summit, MO, US
Dan Shepard Work
- 2016 -now CEO and Founder @
- 2014 -now Owner @
- 2015 -2016 Financial Advisor @ Capital Investment Management
- 2010 -2015 Vice President, Territory Sales @
- 2008 -2010 Internal Wholesaler @
- 2006 -2008 Regional Sales Representative @
- 2002 -2006 Financial Advisor and Retirement Planning Specialist @
Dan Shepard Education
- University of Missouri-Columbia
BS (Agricultural Economics)
1997-2001 - Czech University of Life Sciences Prague
Summer Study Abroad
1999-1999
Dan Shepard Skills
- Asset Allocation
- Sales Management
- Small Business
- Retirement Solutions
- Financial Services
- Term Life Insurance
- Series 7
- Life Insurance
- Mutual Funds
- Retirement Planning
- Risk Management
- Succession Planning
- Multi Generational Planning
- Roth IRA
- Wealth
- Financial Planning
- Securities
- Asset Protection
- 401k
- Finance
- Retirement Income Strategies
- Long Term Care
- Investments
- Wealth Accumulation
- Wealth Management
- Intergenerational Wealth Transfer
- Retirement
- Wealth Preservation
- Business Development
- Public Speaking
- Family Planning
- Financial Advisory
- Financial Analysis
- Insurance Planning
- Management
- Qualified Retirement Plans
Dan Shepard Summary
- Dan Shepard, based in Lee's Summit, MO, US, is currently a CEO and Founder at Oak Road Wealth Management. Dan Shepard brings experience from previous roles at Hobby Hill Farm - Lee's Summit, Capital Investment Management and American Century Investments. Dan Shepard holds a 1997 - 2001 BS in Agricultural Economics @ University of Missouri-Columbia. With a robust skill set that includes Asset Allocation, Sales Management, Small Business, Retirement Solutions, Financial Services and more. Dan Shepard has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Oak Road Wealth Management Employees
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