Geri Shepard Email & Phone Number

Vice President - Institutional Trading and Sales @ American Trust Custody

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Geri Shepard Location

Boston, MA, US

Geri Shepard Work

2007 - now Vice President - Institutional Trading and Sales @ American Trust Custody
2007 - now Vice President Institutional Trading and Sales - NewEdge Institutional Trading @ NewEdge Capital Group
1996 - 2007 SVP Sales and Trading @ BNY ConvergEx Execution Solutions, LLC

Geri Shepard Education

Fordham Gabelli School of Business MBA
MBA, Banking, Corporate, Finance, and Securities Law
University at Albany
Bachelor’s Degree

Geri Shepard Skills

Series 7
Trading
Portfolio Management

Equity and Fixed Income Trading
Risk Management
Fixed Income
Electronic Trading
Trading Systems
Equity Trading
Series 63

see less

Geri Shepard Summary

Geri Shepard, based in Boston, MA, US, is currently a Vice President - Institutional Trading and Sales at Mid Atlantic Capital Group, Inc./ITS - Institutional Trading Services. Geri Shepard brings experience from previous roles at NewEdge Capital Group and BNY ConvergEx Execution Solutions, LLC. Geri Shepard holds a MBA, Banking, Corporate, Finance, and Securities Law @ Fordham Gabelli School of Business MBA. With a robust skill set that includes Series 7, Trading, Portfolio Management, Equity and Fixed Income Trading, Risk Management and more. Geri Shepard has 3 emails and 2 mobile phone numbers on RocketReach.

Geri Shepard Emails

Found 3 emails

Geri Shepard Phone Numbers

Found 6 phone numbers

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Others Named Geri Shepard

Geri Shepard

Vice President - Institutional Trading and Sales at Mid Atlantic Capital Group, Inc./ITS - Institutional Trading Services

Boston, MA, US
3
- gmail.com
- americancustody.com
- edgecoholdings.com
5+
- +1 904-673-XXXX
- +1 323-229-XXXX
- +1 307-347-XXXX
- +1 904-735-XXXX
- +1 716-389-XXXX
- +1 412-391-XXXX

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Top American Trust Custody Employees

Geri Shepard

Vice President - Institutional Trading and Sales at American Trust Custody

Boston, MA, US
3
- gmail.com
- americancustody.com
- edgecoholdings.com
5+
- +1 904-673-XXXX
- +1 323-229-XXXX
- +1 307-347-XXXX
- +1 904-735-XXXX
- +1 716-389-XXXX
- +1 412-391-XXXX
Mary Totten

Human Resources Manager at American Trust Custody

Hampton Township, PA, US
3
- gmail.com
- live.com
- edgecoholdings.com
5+
- +1 412-487-XXXX
- +1 412-352-XXXX
- +1 412-471-XXXX
- +1 412-362-XXXX
- +1 412-487-XXXX
- +1 412-770-XXXX
Matt P.

VP of Trust and Custody Relationship Management at American Trust Custody

Pittsburgh, PA, US
1
- americancustody.com
2
- +1 916-419-XXXX
- +1 717-887-XXXX
Nathan Lauffer

Solutions Architect at American Trust Custody

Irwin, PA, US
2
- gmail.com
- comcast.net
4
- +1 724-309-XXXX
- +1 724-382-XXXX
- +1 412-215-XXXX
- +1 571-389-XXXX
Juan Martinez Torres

Co-Founder and Managing Partner at American Trust Custody

Allentown, PA, US
1
- americancustody.com
2
- +1 859-868-XXXX
- +1 571-494-XXXX
Nicole O'Connell

Executive Vice President at American Trust Custody

Pittsburgh, PA, US
2
- ymail.com
- yahoo.com
3
- +1 412-956-XXXX
- +1 412-491-XXXX
- +1 412-391-XXXX
Donald Wolfarth

Staff Accountant at American Trust Custody

Pittsburgh, PA, US
1
- americancustody.com
1
- +1 412-888-XXXX
Brian Madison

Vice President, Trust Services at American Trust Custody

Pittsburgh, PA, US
1
- comcast.net
5
- +1 412-427-XXXX
- +1 412-837-XXXX
- +1 412-600-XXXX
- +1 412-559-XXXX
- +1 412-600-XXXX
Joe Veltri

Sales Executive at American Trust Custody

Pittsburgh, PA, US
2
- hotmail.com
- americancustody.com
3
- +1 412-213-XXXX
- +1 412-352-XXXX
- +1 412-963-XXXX

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