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Jamie Shepherdson Location
Newport Beach, CA, US
Jamie Shepherdson Work
2011 -now Managing Partner @ CR Capital Distributors, LLC
2009 -2011 Chairman of the Board @ AXA Life Europe
2005 -2011 President Retirement Savings @
2004 -2005 Chairman and CEO @ John Hancock Mutual Fund Company
2000 -2003 Co-CEO @
Jamie Shepherdson Education
USC Marshall School of Business
Master of Business Administration (M.B.A.) (Masters in Business Administration.)
1976-1977
Jamie Shepherdson Skills
Fixed Annuities
Retirement Planning
Series 7
Retirement
Series 6
Series 63
Series 24
IRAs
Mutual Funds
Wealth Management
FINRA
Series 65
Financial Advisory
Alternative Investments
Wealth Accumulation
Investment Advisory
Investments
Retirement Plan Consulting
Estate Planning
Investment Strategies
Life Insurance
Asset Allocation
Strategic Financial Planning
Financial Services
Asset Managment
Insurance
Fixed Income
Variable Annuities
Management
Securities
Business Strategy
Strategy
Equities
Strategic Planning
Finance
Asset Management
Jamie Shepherdson Summary
Jamie Shepherdson, based in Newport Beach, CA, US, is currently a Managing Partner at CR Capital Distributors, LLC. Jamie Shepherdson brings experience from previous roles at AXA Life Europe, AXA Equitable, John Hancock Mutual Fund Company and MetLife Investors. Jamie Shepherdson holds a 1976 - 1977 Master of Business Administration (M.B.A.) in Masters in Business Administration. @ USC Marshall School of Business. With a robust skill set that includes Fixed Annuities, Retirement Planning, Series 7, Retirement, Series 6 and more. Jamie Shepherdson has 1 emails and 1 mobile phone numbers on RocketReach.
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