Geri Shepard Email & Phone Number
Vice President - Institutional Trading and Sales @ American Trust Custody
Geri Shepard's Location
Boston, MA, US
Geri Shepard's Work
- Vice President - Institutional Trading and Sales @ American Trust Custody
- Vice President Institutional Trading and Sales - NewEdge Institutional Trading @ NewEdge Capital Group
- SVP Sales and Trading @ BNY ConvergEx Execution Solutions, LLC
Geri Shepard's Education
- Fordham Gabelli School of Business MBA
MBA (Banking, Corporate, Finance, and Securities Law)
- University at Albany, SUNY
Bachelor’s Degree
Geri Shepard's Skills
- Portfolio Management
- Equity And Fixed Income Trading
- Electronic Trading
- Series 63
- Trading Systems
- Trading
- Risk Management
- Fixed Income
- Series 7
- Equity Trading
Geri Shepard's 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, bringing experience from previous roles at NewEdge Capital Group and BNY ConvergEx Execution Solutions, LLC. Geri Shepard holds a MBA in Banking, Corporate, Finance, and Securities Law @ Fordham Gabelli School of Business MBA. With a robust skill set that includes Portfolio Management, Equity And Fixed Income Trading, Electronic Trading, Series 63, Trading Systems and more, Geri Shepard contributes valuable insights to the industry. Geri Shepard has 2 emails on RocketReach.
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