Todd Shepherd Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Todd Shepherd Location
- Kansas City, MO, US
Todd Shepherd Work
- 2004 -now Partner and Private Wealth Manager @
Todd Shepherd Education
- Rockhurst University - Graduate School of Business
MBA (Business Administration)
1999-2001 - The University of Kansas
B.A. (Accounting)
1987-1991 - Certified Financial Planner
CFP
- Certified Public Accountant
CPA
Todd Shepherd Skills
- Charities
- Investment Management
- Investment Advisory
- Business
- Wealth Management
- Wealth Management Services
Todd Shepherd Summary
- Todd Shepherd, based in Kansas City, MO, US, is currently a Partner and Private Wealth Manager at Creative Planning. Todd Shepherd holds a 1999 - 2001 MBA in Business Administration @ Rockhurst University - Graduate School of Business. With a robust skill set that includes Charities, Investment Management, Investment Advisory, Business, Wealth Management and more. Todd Shepherd has 4 emails and 3 mobile phone numbers on RocketReach.
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