If you need more lookups,
subscriptions start at $34 USD/month.
Sean Shepherd Location
Minneapolis, MN, US
Sean Shepherd Work
Advisor @ (December 2025 - Present)
Founder and Operator @ DigitalCardShop.com (January 2015 - September 2025)
Loan Consultant @ (January 2024 - January 2025)
Founding Partner @ (February 2020 - January 2023)
Investment Advisory Representative @ (November 2017 - February 2020)
Regional Capital Markets Specialist - Wealth Management Solutions @ (March 2015 - June 2017)
National Wealth Management Specialist @ (November 2013 - March 2015)
Client Service Expert @ (September 2010 - November 2013)
Multiple Retail Banking and Investment Functions @ (March 1998 - July 2010)
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.
Looking for a different Sean Shepherd?
Find contact details for 700 million professionals.