Paul Shepherd Email & Phone Number

External Wholesaler @ J.L. Thomas & Company, Inc.

5 free lookup(s).

Paul Shepherd Location

Cleveland, OH, US

Paul Shepherd Work

2016 - now External Wholesaler @ J.L. Thomas & Company, Inc.
2013 - 2016 Wealth Advisor @ Bishop Financial Advisors
2011 - 2013 Regional Vice President - Southwest @ CION Investments
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2010 - 2011 Regional Marketing Director (Internal Wholesaler) @ CION Investments
2009 - 2010 Real Estate Agent @ City Sites Real Estate Group Inc
2007 - 2008 Regional Consultant (Internal Wholesaler) @ AllianceBernstein
2005 - 2007 Retirement Services Representative @ Charles Schwab
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Paul Shepherd Education

Kent State University
Bachelor (Business Administration; Finance)
The American College of Financial Services
(CERTIFIED FINANCIAL PLANNER™)

Paul Shepherd Skills

Series 7
Series 63
Alternative Investments

Investments
Mutual Funds
Asset Management
Asset Allocation
FINRA
Wealth Management
Securities

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Paul Shepherd Summary

Paul Shepherd, based in Cleveland, OH, US, is currently a External Wholesaler at J.L Thomas & Company, Inc.. Paul Shepherd brings experience from previous roles at Bishop Financial Advisors, ICON Investments and City Sites Real Estate Group Inc. Paul Shepherd holds a Bachelor in Business Administration; Finance @ Kent State University. With a robust skill set that includes Series 7, Series 63, Alternative Investments, Investments, Mutual Funds and more. Paul Shepherd has 1 emails and 1 mobile phone numbers on RocketReach.

Paul Shepherd Emails

Found 1 emails

@gmail.com

Paul Shepherd Phone Numbers

Found 4 phone numbers

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Top J.L. Thomas & Company, Inc. Employees

Paul Shepherd

External Wholesaler at J.L. Thomas & Company, Inc.

Cleveland, OH, US
1
- gmail.com
4
- +1 817-287-XXXX
- +1 330-221-XXXX
- +1 985-792-XXXX
- +1 330-733-XXXX
George Verghese

General Manager at J.L. Thomas & Company, Inc.

Tamil Nadu, India
1
- jlthomasco.com

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