Patrick Sheppard Email & Phone Number
Financial Advisor - Founder and Principal @ Atlantic Retirement & Wealth Advisors LLC
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Patrick Sheppard Location
- Boston, MA, US
Patrick Sheppard Work
- 2015 -now Financial Advisor - Founder and Principal @
- 2014 -2015 Chief Operating Officer and Chief Compliance Officer @
- 2013 -2013 Senior Managing Director @
- 2011 -2013 Head of Governance, Risk, Compliance and Treasury @ Pyramis Global Advisors - A Fidelity Investments Company
- 2007 -2010 Chief Operating Officer - Investment Management @
- 2004 -2007 President and COO @
- 2002 -2004 Chief Operating Officer @
- 1998 -2002 CFO - Asset Management @
- 1987 -1998 Numerous - Head of Financial Management and Reporting @ Scudder Stevens & Clark
Patrick Sheppard Education
- Fitchburg State
(Economics)
Patrick Sheppard Skills
- Certified Management Accountant
- Asset Management
- Mutual Funds
- Investments
- Equities
- Hedge Funds
- Alternative Investments
- Investment Management
- Fixed Income
- Finance
- Securities
- Portfolio Management
- Series 24, 7 & 66 Licensed
- 7 And 66 Licensed
- Sales
- Banking
- Public Speaking
- Risk Management
- Strategic Planning
- Financial Analysis
- Series 24
- SEC
- Consulting
- Synergies
- Reporting Requirements
- Market
- Books
- Infrastructure
- Brokerage
- Net
- Cost
- CMA
- Window
- Structure
- Foreign Exchange
- Oversight
- Cost Effective
- Legal
- Management
- Delta
- Social Accountability
- Outsourcing
- Security
- Funding
- Metrics
- Putting
- Custodians
- Committees
- Auditing
- Coordinated
- Boston
- Business Lines
- Accounting
- Distribution Strategies
- Financials
- Build Relationships
- System
- Utilization
- Product Rationalization
- Reports
- Fund of Funds
- Strategy
- Extensions
- Strategies
- Capitalization
- Budgeting
- Nonprofits
- Policy
- Characteristics
- Accounts Payable
- Capital
- Pune
- C
- On Budget
- Financial Procedures
- Order Management
- Accountability
- Communication
- Management Accounting
- Business Analysis
- Fund Accounting
- Regulatory Requirements
- Operations
- Iaa
- Flows
- Contractual Agreements
- Launching
- Compensation
- Accounts Receivable
- Pricing
- Responsibility
- Internal Audit
- Cco
- Policies and Procedures
- Data Warehousing
- CRO
- Track Record of Success
- Google Groups
- Portfolio
- Tax
- Compliance Oversight
- Affiliates
- Government
- Vendor Management
- Subsidiaries
- Marketplace
- Compliance
- Launches
- India
- Agents
- Cash
- Platforms
- Invoicing
- Treasury
- Financial Reporting
- Risk
- Trading
- Accounting System
- Series 7
- Employee Benefits
- Dealers
Patrick Sheppard Summary
- Patrick Sheppard, based in Boston, MA, US, is currently a Financial Advisor - Founder and Principal at Atlantic Retirement & Wealth Advisors LLC. Patrick Sheppard brings experience from previous roles at New England Investment and Retirement Group, Inc., MC Asset Management Holdings, Pyramis Global Advisors - A Fidelity Investments Company and William Blair and Company. Patrick Sheppard holds a Fitchburg State. With a robust skill set that includes Certified Management Accountant, Asset Management, Mutual Funds, Investments, Equities and more. Patrick Sheppard has 1 emails and 1 mobile phone numbers on RocketReach.
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