Jason Shepard Email
Principal @ Iron Road Partners
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Jason Shepard Location
- Upton, MA, US
Jason Shepard Work
- Principal @ (July 2025 - Present)
- Chief Compliance Officer, Wellington Management Canada ULC @ (July 2024 - July 2025)
- Compliance Officer, Vice President @ (June 2021 - July 2025)
- Compliance Analyst, Assistant Vice President @ (August 2019 - May 2021)
- Compliance Associate @ (July 2016 - July 2019)
- Legal and Compliance Administrator @ (January 2011 - June 2016)
- Legal Administrator @ (March 2005 - December 2010)
Jason Shepard Education
- The Ohio State University
Bachelor of Arts - BA (Psychology)
1996-2001
Jason Shepard Skills
- 1940 Act
- Alternative Investments
- Analytical Skills
- Anti-Money Laundering
- Asset Management
- Attention to Detail
- Broker-Dealer Compliance
- Business Perspective
- Business Process
- Business Risk
- Change Management
- Code of Ethics
- Communication
- Compliance Management
- Compliance Officers
- Compliance Regulations
- Cyber-security
- Decision-Making
- Due Diligence
- Fiduciary
- Financial Crimes Investigations
- Financial Regulation
- Financial Services
- Governance, Risk Management, and Compliance (GRC)
- Hedge Funds
- Internal Controls
- Investment Advisers Act
- Investment Advisory Services
- Investment Company Act
- Investment Management
- KYC Verification
- Leadership
- Legal Compliance
- Management Consulting
- Marketing Materials
- Oral Communication
- People Management
- Policies & Procedures
- Privacy Regulations
- Professional Skills
- Project Management
- Record Keeping
- Registration
- Regulatory Affairs
- Regulatory Agencies
- Regulatory Compliance
- Regulatory Filings
- Regulatory Policy
- Regulatory Reporting
- Regulatory Requirements
- Relevance
- Research Skills
- Risk Assessment
- Risk Management
- SEC
- Sanction
- Securities Exchange Act of 1934
- Securities Regulation
- Surveillance
- Training
- U.S. Office of Foreign Assets Control (OFAC)
- U.S. SEC Filings
- U.S. Securities and Exchange Commission (SEC)
Jason Shepard Summary
- Jason Shepard, based in Upton, MA, US, is currently a Principal at Iron Road Partners. Jason Shepard brings experience from previous roles at Wellington Management and Charlesbank Capital Partners. Jason Shepard holds a 1996 - 2001 Bachelor of Arts - BA in Psychology @ The Ohio State University. With a robust skill set that includes 1940 Act, Alternative Investments, Analytical Skills, Anti-Money Laundering, Asset Management and more. Jason Shepard has 1 emails on RocketReach.
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