Ryan Sheppard Email & Phone Number
Partner and Financial Planner @ Capstone Wealth Partners
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Ryan Sheppard Location
- Dublin, OH, US
Ryan Sheppard Work
- 2009 -now Partner and Financial Planner @
- 2007 -2009 Financial Advisor @
- 2004 -2007 Financial Consultant @
Ryan Sheppard Education
- The American College
ChFC, CFP (Advanced Financial Planning)
2007-2013 - The Ohio State University
B.S. (Economics)
1999-2003
Ryan Sheppard Skills
- Registered Investment Advisor
- Fiduciary
- Portfolio Management
- Money Management
- Investment Management
- Asset Management
- Asset Allocation
- Investments
- Investment Advisory
- Strategic Financial Planning
- Financial Planning
- Retirement Planning
- Retirement Savings
- Monte Carlo Simulation
- College Education Planning
- Leadership
- Business Analysis
- Strategic Planning
- Microsoft Excel
- Business Strategy
- Financial Reporting
Ryan Sheppard Summary
- Ryan Sheppard, based in Dublin, OH, US, is currently a Partner and Financial Planner at Capstone Wealth Partners. Ryan Sheppard brings experience from previous roles at Eagle Strategies, LLC and AXA Advisors. Ryan Sheppard holds a 2007 - 2013 ChFC, CFP in Advanced Financial Planning @ The American College. With a robust skill set that includes Registered Investment Advisor, Fiduciary, Portfolio Management, Money Management, Investment Management and more. Ryan Sheppard has 1 emails and 1 mobile phone numbers on RocketReach.
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