William Shepherd Location
Midlothian, VA, US
William Shepherd Work
- 2023 - now Director, Investment Strategy Group @ Choreo
- 2018 - 2022 Investment Operations Manager @ CHERRY BEKAERT WEALTH MANAGEMENT LLC
- 2013 - 2018 Treasury Markets Associate @ Federal Reserve Bank of New York
- 2010 - 2013 Central Bank Operations Analyst @ Federal Reserve Bank of New York
- 2009 - 2010 Credit Manager @ Wells Fargo
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
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 and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different William Shepherd?
Find contact details for 700 million professionals.
Others Named William Shepherd
-
William Shepherd
Payroll Specialist at University of Maryland
Silver Spring, MD, US25 -
4
-
William Shepherd
Auditor GAO at Ford Motor Company
Sylvania, OH, US12 -
William Shepherd
Group Treasurer at Remitly
United Kingdom21
Top Choreo Employees
-
Jonathan Row
Vice President, Human Capital at Choreo
Chicago, IL, US32 -
Conor Meehan
Managing Director - Mergers and Acquisitions at Choreo
Los Angeles, CA, US34 -
Scott Krowczyk
Managing Director at Choreo
Rockford, IL, US32 -
Mark Biegel
Managing Director at Choreo
Columbia, MD, US13 -
Matt Bankston
Managing Director, Client Solutions at Choreo
Shreveport, LA, US32 -
Rick Cundey
Managing Director at Choreo
Augusta, GA, US33 -
Matthew Gotlin
Chief Investment Officer, Managing Director at Choreo
Lutherville-Timonium, MD, US55+ -
Jeffrey Ramsey
Managing Director at Choreo
Minneapolis, MN, US24 -
David Winslow
Managing Director at Choreo
Charlotte, NC, US45 -
Michele Rinn
Vice President, Advisor Growth Marketing at Choreo
Middletown, NJ, US32 -
Larry Miles
Executive Vice President at Choreo
Charlotte, NC, US35+ -
Louisa Cranford
Vice President Strategy at Choreo
Charlotte, NC, US33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
