Jay Shepherd Email & Phone Number

VP, Financial Consultant @ Charles Schwab

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Jay Shepherd Location

Roanoke, TX, US

Jay Shepherd Work

2025 -now VP, Financial Consultant @
2024 -2024 Investment Counselor - Private Client Group @
2020 -2024 Sr Manager - Southwest Region | Income and Wealth Solutions @
2018 -2020 Senior Team Manager | Fixed Income @
2018 -2018 Principal - Financial Planning @
2011 -2017 Fixed Income Sales Manager @
2008 -2011 National Sales Trainer @
2007 -2008 Branch Manager - Sales @
2006 -2007 Fixed Income Operations Manager @
2006 -2006 Investment Consultant @
2005 -2006 Registered Principal @
1999 -2005 Senior Manager @ Citigroup Global Markets - Smith Barney Corporate Client Group
1999 -1999 Mutual Fund Sales Representative @
1997 -1998 Financial Consultant @

Jay Shepherd Education

The Johns Hopkins University - Carey Business School
Master of Science (Real Estate)
2005-2010
Carey Business School
Master of Science
2010
Yale University
Masters
2003
Urban Land Institute
(Real Estate)
2003
Yale University 2001-2003
University of Wisconsin - Milwaukee
Bachelor of Arts (International Economics, Political Science)
1989-1993
University of Wisconsin
Bachelor of Arts
1993
University of Minnesota
(Liberal Arts)
1986-1988
University Of Wisconsin–Milwaukee
(Economics, International Studies)
Yale University
(Management)
Johns Hopkins University
Master of Science (Real Estate)

Jay Shepherd Skills

Sales Management
Change Management
Leadership
Sales
Sales Coaching
Individual Development
Organizational Behavior
Communication Skills
Risk Management
Team Building
Training
Business Development
Emotional Intelligence
Business Coaching
Financial Advisory
Financial Services
Investment Advisory
Investment Strategies
New Business Development
Securities
Strategy
Customer Service
Public Speaking
Finance
Project Management
Nonprofits
Microsoft Word
Strategic Planning
Real Estate Development
Real Estate
Investments
Real Estate Economics
Real Estate Transactions
Commercial Real Estate
Due Diligence
Real Estate Acquisitions
Financial Analysis
Property Management
Disposition
Leases
Brownfield
Mergers and Acquisitions
Acquisitions
Property Disposition
Feasibility Studies
Contract Negotiation
Management
Land Use
Brokerage
Asset Managment
Portfolio Management
Joint Ventures
Redevelopment
Location Intelligence
Market Research
Valuation
Investment Properties
Corporate Real Estate
Mergers
Real Estate Financing
Land Development
Entitlements

Jay Shepherd Summary

Jay Shepherd, based in Roanoke, TX, US, is currently a VP, Financial Consultant at Charles Schwab. Jay Shepherd brings experience from previous roles at Fisher Investments, Charles Schwab and First Command Financial Services, Inc.. Jay Shepherd holds a 2005 - 2010 Master of Science in Real Estate @ The Johns Hopkins University - Carey Business School. With a robust skill set that includes Sales Management, Change Management, Leadership, Sales, Sales Coaching and more. Jay Shepherd has 3 emails on RocketReach.

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