2017 -
2020 President of North American Operations @
2011 -
2017 Director | Business Development and Marketing @
2010 -
2011 Program Manager | Organization Development @
2009 -
2010 Team Manager | Corporate Actions and Stock Reorganizations @
2007 -
2009 Assistant Team Manager | Retail Services and Resource Desk @
2007 -
2008 Senior Financial Services Trader @
David Shepherd Education
The University of Texas at Arlington - College of Business Administration
Master of Business Administration (M.B.A.) (Concentration: Business Management)
2009
-
2012
The University of Texas at Arlington - College of Business
Bachelor's Degree (BBA: Finance)
2006
-
2012
Pikes Peak Community College
Associate's Degree (Associate of Arts | Business Management Transfer)
2003
-
2005
David Shepherd Skills
Leadership
Marketing Management
Series 63
Website Development
Fixed Income
IT Infrastructure
Financial Planning
Portfolio Management
Investments
Relationship Management
Asset Allocation
Financial Services
Organizational Development
Equities
Wealth Management
Mutual Funds
Talent Management
FINRA
Strategic Financial Planning
Operations Management
Program Management
Risk Management
Asset Management
Marketing
Change Management
Management
Business Management
IT Infrastructure Management
Strategic Financial
Trading
Mergers and Acquisitions
Organizational
Recruiting
Options
Series 7
Securities
David Shepherd Summary
David Shepherd, based in Texas, United States, was previously a President of North American Operations at New Millennium Concepts Ltd | Berkey® by NMCL. David Shepherd brings experience from previous roles at New Millennium Concepts Ltd | Berkey® by NMCL and TD Ameritrade. David Shepherd holds a 2009 - 2012 Master of Business Administration (M.B.A.) in Concentration: Business Management @ The University of Texas at Arlington - College of Business Administration. With a robust skill set that includes Leadership, Marketing Management, Series 63, Website Development, Fixed Income and more. David Shepherd has 2 emails and 1 mobile phone numbers on RocketReach.
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