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Geri Shepard Location
Boston, MA, US
Geri Shepard Work
2007 -now Vice President Institutional Trading and Sales - NewEdge Institutional Trading @
1996 -2007 SVP Sales and Trading @
Geri Shepard Education
Fordham Gabelli School of Business MBA
(MBA, Banking, Corporate, Finance, and Securities Law)
University at Albany, SUNY
Bachelor’s Degree (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
Series 24
Geri Shepard Summary
Geri Shepard, based in Boston, MA, US, is currently a Vice President Institutional Trading and Sales - NewEdge Institutional Trading at NewEdge Capital Group. Geri Shepard brings experience from previous roles at BNY ConvergEx Execution Solutions, LLC. Geri Shepard holds a 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 2 emails and 4 mobile phone numbers on RocketReach.
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