Fay Sheppard Email & Phone Number

Managing Director - Investment Officer @ Wells Fargo

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Fay Sheppard Location

New York, NY, US

Fay Sheppard Work

2009 -now Managing Director - Investment Officer @
1996 -2008 A.V.P. @
1974 -1994 SVP @ CBT

Fay Sheppard Education

University of Connecticut
Syracuse University
B.S. (STUDENT PERSONNEL)
Plainfield High School
Merrimack College
Certificate in Financial Planning
University of Hartford
M.S (PUBLIC ACCOUNTING)

Fay Sheppard Skills

401(k) options
Investments
Retirement
Retirement Planning
Finance
Securities
Life Insurance
Financial Advisory
Public Speaking
Fixed Annuities
Insurance
Asset Allocation
Mutual Funds
Employee Benefits
Alternative Investments
Risk Management
Bonds
Equities
Investment Strategies
Options
Financial Markets
Personal Finance
ETFs
Defined Benefit
Term Life Insurance
Annuities
Long Term Care
Insurance Planning
Charitable Giving
Strategic Investment Planning
Wealth Preservation Planning
401k
Fixed Income
Wealth
Asset
VA
Retirement Income Strategies
DC
Wealth Preservation Strategies
401(k) Retirement Savings Plans
Leadership
Financial Planning
Business Strategy
Wealth Preservation
Financial Analysis
Cash Management
Asset Management
Series 7
Strategic Financial Planning
Strategic Planning
401k Retirement Savings Plans
Strategic Financial
Marketing
Banking
Retirement Income
Customer Service
Financial Services
401 Retirement Savings Plans

Fay Sheppard Summary

Fay Sheppard, based in New York, NY, US, is currently a Managing Director - Investment Officer at Wells Fargo Advisors. Fay Sheppard brings experience from previous roles at Merrill Lynch and CBT. Fay Sheppard holds a University of Connecticut. With a robust skill set that includes 401(k) options, Investments, Retirement, Retirement Planning, Finance and more. Fay Sheppard has 1 emails on RocketReach.

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Fay Sheppard

Managing Director - Investment Officer

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+1 512-808-XXXX
+1 314-875-XXXX

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