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Jason Shepard Location
Saratoga Springs, NY, US
Jason Shepard Work
2021 -now Managing Director @
2019 -2021 Senior Vice President and Region Head, Private Wealth Management @
2019 -2019 Vice President and Business Unit Manager, Private Weath Management @
2004 -2019 Director and Business Unit Manager, Private Wealth Management @
Jason Shepard Education
The College of Saint Rose
Master of Business Administration (MBA) (Finance, General)
2007-2010
The College of Saint Rose
Bachelor of Science (BS) (Finance, General)
2000-2004
Jason Shepard Skills
Investments
Portfolio Management
Equities
Series 7
Series 66
Series 9
Series 10
Marketing
Microsoft Office
Financial Analysis
Banking
Leadership
Series 9/10
Jason Shepard Summary
Jason Shepard, based in Saratoga Springs, NY, US, is currently a Managing Director at Goldman Sachs Ayco. Jason Shepard brings experience from previous roles at Ayco, a Goldman Sachs Company. Jason Shepard holds a 2007 - 2010 Master of Business Administration (MBA) in Finance, General @ The College of Saint Rose. With a robust skill set that includes Investments, Portfolio Management, Equities, Series 7, Series 66 and more. Jason Shepard has 2 emails and 2 mobile phone numbers on RocketReach.
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