Robert Shepherd Email & Phone Number

Financial Controller @ History & Heraldry USA

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Robert Shepherd Location

Kansas City, MO, US

Robert Shepherd Work

Financial Controller @ (August 2026 - Present)
Financial Controller @ (April 2021 - August 2026)
Financial Advisor and Financial Planner @ (December 2016 - April 2021)
Financial Advisor and Financial Planner @ (August 2012 - December 2016)
Fixed Operations Controller @ (March 2002 - August 2012)

Robert Shepherd Education

Park University
Bachelor of Business Administration (BBA) (Business/Finance)

Robert Shepherd Skills

ACH Payments
Account Administration
Account Management
Account Reconciliation
Accounting
Accounts Payable (AP)
Accounts Receivable (AR)
Accruals
Analytical Skills
Asset Management
Attention to Detail
Balance Sheets
Bill Reconciliation
Budgeting
Budgeting & Forecasting
Business
Business Acumen
Business Development
Business Process Improvement
Cash Flow
Certified Public Accounting
Client Relations
Client Services
Close Process
Communication
Construction
Customer Relationship Management (CRM)
Customer Satisfaction
Customer Service
Decision-Making
Deposits
E-money
Enterprise Resource Planning (ERP)
Equities
Finance
Financial Accounting
Financial Advisory
Financial Analysis
Financial Leadership
Financial Management
Financial Metrics
Financial Modeling
Financial Operations
Financial Planning
Financial Reporting
Financial Services
Financial Statements
Financial Systems
Financial Transactions
Fixed Income
Fund Accounting
Generally Accepted Accounting Principles (GAAP)
Hold Series 7
Infor Enterprise Resource Planning (ERP)
Investing
Investment Management
Investment Strategies
Investments
Journal Entries (Accounting)
Leadership
Management
Microsoft Excel
Microsoft Office
Month-End Close Process
Morningstar
Operational Systems
Operations Management
Organization Skills
P&L Analysis
Payroll Administration
People Management
Performance Reporting
Planning Budgeting & Forecasting
Portfolio Management
Private Equity
Problem Solving
Processes Development
Project Management
Public Speaking
Quarterly Reporting
QuickBooks
Reporting
Research
Retirement Income Strategies
Retirement Planning
Risk Management
Securities
Skilled Multi-tasker
Strategic Financial Management
Strategic Planning
Supervisory Skills
Team Building
Team Leadership
Technology Integration
Trading
U.S. GAAP Reporting
U.S. Generally Accepted Accounting Principles (GAAP)
Wealth Management
Web Applications
Wire Transfers

Robert Shepherd Summary

Robert Shepherd, based in Kansas City, MO, US, is currently a Financial Controller at The H&H Group. Robert Shepherd brings experience from previous roles at Bridge Turnkey Investments, Brookstone Capital Management, Keen Wealth Advisors and Lexus. Robert Shepherd holds a Bachelor of Business Administration (BBA) in Business/Finance @ Park University. With a robust skill set that includes ACH Payments, Account Administration, Account Management, Account Reconciliation, Accounting and more. Robert Shepherd has 2 emails and 4 mobile phone numbers on RocketReach.