Stephen Shepherd Email & Phone Number
Central Relationship Manager @ Fidelity Investments
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Stephen Shepherd Location
- Scottsdale, AZ, US
Stephen Shepherd Work
- 2021 - now Central Relationship Manager @
- 2018 - 2022 Central Operations Associate @
- 2019 - 2020 Vice President, Wealth Management Advisor @
- 2018 - 2019 Retirement Specialist @
- 2015 - 2017 Wealth Advisor @
- 2009 - 2014 Wealth Advisor - Independent Financial Advisor @
- 2005 - 2009 Vice President @
- 1990 - 2005 Vice President @
- 1980 - 1990 Computer Test Engineer @ Edge Computer, Motorola, Raytheon, Data General
Stephen Shepherd Education
- College for Financial Planning
(Financial Planning and Services)
- Wentworth Institute of Technology
(Computer Technology/Computer Systems Technology)
- University of Massachusetts Dartmouth
(Engineering)
Stephen Shepherd Skills
- Financial Planning
- Wealth Management Services
- Wealth Preservation
- Retirement Planning
- Real Estate License
- Retirement Income Strategies
- Iras
- Finra
Stephen Shepherd Summary
- Stephen Shepherd, based in Scottsdale, AZ, US, is currently a Central Relationship Manager at Fidelity Investments. Stephen Shepherd brings experience from previous roles at Amazon, U.S. Bancorp Investments, Inc., Nationwide Financial and Desert Financial Credit Union. Stephen Shepherd holds a College for Financial Planning. With a robust skill set that includes Financial Planning, Wealth Management Services, Wealth Preservation, Retirement Planning, Real Estate License and more. Stephen Shepherd has 2 emails and 2 mobile phone numbers on RocketReach.
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