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 @ Oak Road Wealth Management
2014 - now Owner @ Hobby Hill Farm
2015 - 2016 Financial Advisor @ Capital Investment Management

2010 - 2015 Vice President, Territory Sales @ American Century Investments
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2008 - 2010 Internal Wholesaler @ American Century Investments
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2006 - 2008 Regional Sales Representative @ OppenheimerFunds
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2002 - 2006 Financial Advisor and Retirement Planning Specialist @ Morgan Stanley
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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

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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 2 mobile phone numbers on RocketReach.

Dan Shepard Emails

Found 2 emails

Dan Shepard Phone Numbers

Found 2 phone numbers

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Dan Shepard

Business and Operations manager at GROWMARK, Inc.

Normal, IL, US
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Dan Shepard

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West Dundee, IL, US
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Dan Shepard

CEO and Founder at Oak Road Wealth Management

Lee's Summit, MO, US
2
- yahoo.com
- oakroadwealth.com
2
- +1 816-721-XXXX
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Dan Shepard

Senior Managing Editor at LendingTree

Schenectady, NY, US
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- gmail.com
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Dan Shepard

Tech Lead at Wedgewood

Portland, ME, US
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- gmail.com
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Dan Shepard

Site Reliability Engineer at Omaze

Los Angeles, CA, US
5
- omaze.com
- yahoo.com
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- att.net
- aol.com
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- +1 207-329-XXXX
- +1 818-240-XXXX
- +1 818-590-XXXX
- +1 818-814-XXXX
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Top Oak Road Wealth Management Employees

Dan Shepard

CEO and Founder at Oak Road Wealth Management

Lee's Summit, MO, US
2
- yahoo.com
- oakroadwealth.com
2
- +1 816-721-XXXX
- +1 816-405-XXXX
Brent Murff

Financial Planner at Oak Road Wealth Management

Lee's Summit, MO, US
2
- gmail.com
- oakroadwealth.com
2
- +1 816-220-XXXX
- +1 816-810-XXXX
Andrew Matz

Financial Planner at Oak Road Wealth Management

Lee's Summit, MO, US
1
- oakroadwealth.com

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