Steve Shepherd Email & Phone Number
Financial Advisor @ Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Steve Shepherd Location
- Katonah, NY, US
Steve Shepherd Work
- Financial Advisor @ (June 2022 - Present)
- Wealth Advisor @ Tompkins Wealth Advisors (September 2014 - June 2022)
- Director of Business Development @ (November 2011 - January 2013)
- Managing Director @ CRT Capital Group (January 2010 - January 2011)
- Managing Director @ (August 2009 - July 2010)
- Institutional Equity Sales @ (January 2001 - January 2009)
Steve Shepherd Education
- Providence College 1992-1996
- Horace Greeley High School
Steve Shepherd Skills
- Alternative Investments
- Series 63
- Qualitative And Quantitative Research Methodologies
- Fixed Income
- Corporate Finance
- Market Data
- Portfolio Management
- Capital Markets
- Investments
- Business Development
- Series 66
- Equities
- Equity Research
- Asset Management
- Customer Service
- Business Strategy
- Customer Acquisition
- New Client Acquisitions
- Investment Banking
- Due Diligence
- Trading
- CRM
- Series 7
- Hedge Funds
- Investment Management
Steve Shepherd Summary
- Steve Shepherd, based in Katonah, NY, US, is currently a Financial Advisor at Kuttin Wealth Management. Steve Shepherd brings experience from previous roles at Tompkins Wealth Advisors, Frost & Sullivan, CRT Capital Group and LaBranche & Co.. Steve Shepherd holds a 1992 - 1996 Providence College. With a robust skill set that includes Alternative Investments, Series 63, Qualitative And Quantitative Research Methodologies, Fixed Income, Corporate Finance and more. Steve Shepherd has 1 emails and 4 mobile phone numbers on RocketReach.
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