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
- CEO and Founder @ (September 2016 - Present)
- Owner @ (November 2014 - Present)
- Financial Advisor @ Capital Investment Management (September 2015 - August 2016)
- Vice President, Territory Sales @ (October 2010 - May 2015)
- Internal Wholesaler @ (May 2008 - September 2010)
- Regional Sales Representative @ (September 2006 - April 2008)
- Financial Advisor and Retirement Planning Specialist @ (September 2002 - May 2006)
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
- 401k
- Asset Allocation
- Asset Protection
- Family Planning
- Finance
- Financial Planning
- Financial Services
- Insurance Planning
- Intergenerational Wealth Transfer
- Investments
- Life Insurance
- Long-term Care
- Multi-generational Planning
- Mutual Funds
- Qualified Retirement Plans
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Risk Management
- Roth IRA
- Securities
- Series 7
- Small Business
- Succession Planning
- Term Life Insurance
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
- Sales Management
- Multi Generational Planning
- Long Term Care
- Business Development
- Public Speaking
- Financial Advisory
- Financial Analysis
- Management
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 401k, Asset Allocation, Asset Protection, Family Planning, Finance and more. Dan Shepard has 2 emails and 2 mobile phone numbers on RocketReach.
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