Sean Shepherd Email & Phone Number
Advisor @ SynerFuse
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Sean Shepherd Location
- Minneapolis, MN, US
Sean Shepherd Work
- 2025 -now Advisor @
- 2015 -2025 Founder and Operator @ DigitalCardShop.com
- 2024 -2025 Loan Consultant @
- 2020 -2023 Founding Partner @
- 2017 -2020 Investment Advisory Representative @
- 2015 -2017 Regional Capital Markets Specialist - Wealth Management Solutions @
- 2013 -2015 National Wealth Management Specialist @
- 2010 -2013 Client Service Expert @
- 1998 -2010 Multiple Retail Banking and Investment Functions @
Sean Shepherd Education
- University of Hard Knocks
Sean Shepherd Skills
- Alternative Investments
- Banking
- Retirement Planning
- Managed Futures
- Financial Planning
- Structured Finance
- Loan Origination
- Portfolio Management
- Financial Modeling
- Mortgage Banking
- Investments
- Mortgage Lending
- Refinance
- Finance
- Financial Services
- Commercial Banking
- Wealth Management
- Strategic Financial Planning
- Risk Management
- Credit
- Options Strategies
- Financial Analysis
- Private Equity
- Securities Lending
- Credit Analysis
- Trading
- Loans
- Series 7
- Securities
- Hedge Funds
- Structured Products
Sean Shepherd Summary
- Sean Shepherd, based in Minneapolis, MN, US, is currently a Advisor at SynerFuse®. Sean Shepherd brings experience from previous roles at DigitalCardShop.com, New American Funding, FinCademy and Prudential Financial. Sean Shepherd holds a University of Hard Knocks. With a robust skill set that includes Alternative Investments, Banking, Retirement Planning, Managed Futures, Financial Planning and more. Sean Shepherd has 2 emails and 4 mobile phone numbers on RocketReach.
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