William Shepherd Email & Phone Number
Director, Investment Strategy Group @ Choreo
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William Shepherd Location
- Midlothian, VA, US
William Shepherd Work
- 2023 -now Director, Investment Strategy Group @
- 2018 -2022 Investment Operations Manager @ CHERRY BEKAERT WEALTH MANAGEMENT LLC
- 2013 -2018 Treasury Markets Associate @
- 2010 -2013 Central Bank Operations Analyst @
- 2009 -2010 Credit Manager @
William Shepherd Education
- Quinlan School of Business, Loyola University Chicago
Master of Business Administration (M.B.A.) (Finance, General)
2014-2016 - Randolph-Macon College
Bachelor's of Art (Accounting; Business/Economics)
2005-2009 - Macquarie University
(Finance, General)
2008-2008
William Shepherd Skills
- Portfolio Optimization
- Financial Markets
- Tax-advantaged Investment Strategies
- Financial Services
- Equity Trading
- Microsoft Office
- Business Strategy
- Investments
- Asset Allocation
- Client Accounts
- Investment Strategies
- Capital Markets
- Fixed-Income Investing
- Trading Systems
- Investment Management
- Mutual Funds
- Financial Analysis
- Portfolio Management
- Back Office Operations
- Financial Modeling
- Finance
- Banking
- Budgets
- Strategy
- Insurance
- Data Analysis
- Risk Management
- Financial Reporting
- Strategic Planning
- Trading
- Asset Management
- Front Office
- Microsoft Excel
- Access
- Microsoft Access
- SAS
- SQL
- Visual Basic for Applications (VBA)
- Bloomberg
- Python
- Matlab
- Management
- Customer Service
- Financial Statement Analysis
- Internal Financial Reporting
- Morningstar
- Middle Office
- Fixed Income Portfolio Management
- Foreign Exchange (FX) Trading
William Shepherd Summary
- William Shepherd, based in Midlothian, VA, US, is currently a Director, Investment Strategy Group at Choreo. William Shepherd brings experience from previous roles at CHERRY BEKAERT WEALTH MANAGEMENT LLC, Federal Reserve Bank of New York and Wells Fargo Financial. William Shepherd holds a 2014 - 2016 Master of Business Administration (M.B.A.) in Finance, General @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Portfolio Optimization, Financial Markets, Tax-advantaged Investment Strategies, Financial Services, Equity Trading and more. William Shepherd has 3 emails on RocketReach.
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