Jonathan Shepard Email & Phone Number
Director, Wealth Management Coaching and Consulting @ Charles Schwab
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Jonathan Shepard Location
- Atlanta, GA, US
Jonathan Shepard Work
- Director, Wealth Management Coaching and Consulting @ (October 2021 - Present)
- Wealth Consultant @ (February 2020 - October 2021)
- Manager, Practice and Solutions Consultant @ (October 2019 - February 2020)
- Manager, Branch Model Evolution @ (November 2016 - September 2019)
- Senior Financial Consultant and Investment Consultant @ (September 2014 - November 2016)
- Medical Device Leadership and Business Development Roles @ (June 2002 - December 2013)
Jonathan Shepard Education
- Georgia State University
Bachelor's Degree
1998-2002
Jonathan Shepard Skills
- FINRA
- Financial Modeling
- Investors
- ETFs
- Microsoft Excel
- Financial Goals
- Business Analysis
- Finance
- Money Guide Pro
- Series 66
- Asset Allocation
- Series 7
- Securities
- Mutual Funds
- Brokerage
Jonathan Shepard Summary
- Jonathan Shepard, based in Atlanta, GA, US, is currently a Director, Wealth Management Coaching and Consulting at Charles Schwab. Jonathan Shepard brings experience from previous roles at LifeTime Asset Management and LifeTime Tax Management and TD Ameritrade. Jonathan Shepard holds a 1998 - 2002 Bachelor's Degree @ Georgia State University. With a robust skill set that includes FINRA, Financial Modeling, Investors, ETFs, Microsoft Excel and more. Jonathan Shepard has 2 emails and 3 mobile phone numbers on RocketReach.
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