James Shepard Email & Phone Number
Vice President - Data Solutions @ iCapital
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James Shepard Location
- New York, NY, US
James Shepard Work
- Vice President - Data Solutions @ (July 2024 - Present)
- Associate Vice President @ (February 2022 - July 2024)
- Senior Associate @ (May 2021 - February 2022)
- Associate @ (March 2020 - May 2021)
- Financial Reporting Analyst @ (June 2019 - March 2020)
- Executive Office Intern @ Office of Governor Phil Scott (September 2017 - December 2017)
- Financial Accounting Intern @ (May 2017 - August 2017)
James Shepard Education
- University of Vermont
Bachelor's degree (Economics)
2015-2019 - The Taft School 2011-2015
James Shepard Skills
- APX
- Addepar
- BlackDiamond
- Finance
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Leadership
- Managerial Finance
- Microsoft Excel
- Microsoft Office
- Personal Finance
- Public Speaking
- Python (Programming Language)
- Retail Banking
- Time Management
James Shepard Summary
- James Shepard, based in New York, NY, US, is currently a Vice President - Data Solutions at iCapital. James Shepard brings experience from previous roles at Mirador, Inc.. James Shepard holds a 2015 - 2019 Bachelor's degree in Economics @ University of Vermont. With a robust skill set that includes APX, Addepar, BlackDiamond, Finance, Financial Modeling and more. James Shepard has 1 emails and 1 mobile phone numbers on RocketReach.
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