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 and 2 mobile phone numbers on RocketReach.
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