Paul Shepherd Email & Phone Number
External Wholesaler @ J.L. Thomas & Company, Inc.
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Paul Shepherd Location
- Cleveland, OH, US
Paul Shepherd Work
- 2016 -now External Wholesaler @
- 2013 -2016 Wealth Advisor @
- 2011 -2013 Regional Vice President - Southwest @
- 2010 -2011 Regional Marketing Director (Internal Wholesaler) @
- 2009 -2010 Real Estate Agent @ City Sites Real Estate Group Inc
- 2007 -2008 Regional Consultant (Internal Wholesaler) @
- 2005 -2007 Retirement Services Representative @
Paul Shepherd Education
- Kent State University
Bachelor (Business Administration; Finance)
- The American College of Financial Services
(CERTIFIED FINANCIAL PLANNERâ„¢)
Paul Shepherd Skills
- Series 7
- Series 63
- Alternative Investments
- Investments
- Mutual Funds
- Asset Management
- Asset Allocation
- FINRA
- Wealth Management
- Securities
- Variable Annuities
- Series 65
- Life Insurance
- Financial Planning
- Sales
- Relationship Management
- Territory Management
- Territory Development
- Business Development
- Retirement
- Salesforce.com
- Engineering
- Attorney
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 2 mobile phone numbers on RocketReach.
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