R Shepherd Email & Phone Number
CEO, Founder @ Shepherd Financial Partners
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R Shepherd Location
- Winchester, MA, US
R Shepherd Work
- 1988 - now CEO, Founder @
R Shepherd Education
- Colo
- Worcester State University
Bachelors (Business Administration, Management, Business Administration and Management)
R Shepherd Skills
- Wealth Management
- Securities
- Retirement Planning
- Investments
- Financial Services
- FINRA
- Strategic Financial Planning
- Series 7
- Investment Advisory
- Management
- Business Strategy
- Project Management
- Microsoft Office
- Strategic Financial
- Microsoft Excel
- Editing
R Shepherd Summary
- R Shepherd, based in Winchester, MA, US, is currently a CEO, Founder at Shepherd Financial Partners. R Shepherd holds a Colo. With a robust skill set that includes Wealth Management, Securities, Retirement Planning, Investments, Financial Services and more. R Shepherd has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named R Shepherd
R Shepherd
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R. Shepherd
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Top Shepherd Financial Partners Employees
R Shepherd
CEO, Founder
Winchester, MA, US
Paul Bourgeois
Wealth Advisor, CFP®
Winchester, MA, US
Steven Kuhlman
Managing Director and Wealth Advisor
Boston, MA, US
Gigi Barnabei
Financial Paraplanner
Winchester, MA, US
Anthony Ciaramitaro
Associate Wealth Advisor
Boston, MA, US
Ann Vaeth
Business Development Specialist
Winchester, MA, US
Jillian Donovan
Client Services Manager
Massachusetts, United States
Jovanna Mason
Business Operations Associate
Lowell, MA, US
Samuel Shepherd
Wealth Advisor and Portfolio Manager
Winchester, MA, US
Kerry McIntyre
Senior Client Operations Specialist
Winchester, MA, US
Eliza Hill
Retirement Plan Services Associate
Winchester, MA, US
Chris Cogliano
Portfolio Manager
Boston, MA, US
Patty Manko
Chief Marketing Officer
Winchester, MA, US
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