Zack Shepard Location
Mason, OH, US
Zack Shepard Work
- @ AssetMark
- 2020 - now Chief Revenue Officer @ Efficient Advisors
- 2018 - now Principal Owner @ Evidence Based Advisors, LLC
- 2013 - 2018 Vice President of Communications | Serving Nationally @ Matson Money
- 2005 - 2018 Financial Advisor Education, Development, Training, Management | Marketing, Fiduciary and Wealth Coach @ Matson Money
- 2005 - 2018 National Media and Research Contributor @ Matson Money
- 2005 - 2013 Media and Marketing Director | Serving Nationally @ Matson Money
- 2025 - now Chief Revenue Officer - EA @ AssetMark
- 2006 - 2009 Retirement Plan Services Coordinator @ Abundance Technologies, Inc
- 2005 - 2006 Executive Support Coordinator @ Matrix Asset Allocation, Inc.
Zack Shepard Education
- University of Cincinnati
Bachelor of Science (B.S.) (Applied Business)
1997 - 2003 - University of Cincinnati
Associate of Arts (A.A.) (Business Administration)
1997 - 2000 - Little Miami High School1993 - 1997
Zack Shepard Skills
- Modern Portfolio Theory
- Investments
- Asset Managment
- Marketing
- Management
- Coaching
- Training
- Investment Advisory
- Strategic Financial Planning
- Asset Allocation
Zack Shepard Summary
Zack Shepard, based in Mason, OH, US, is currently a Chief Revenue Officer at Efficient Advisors, LLC. Zack Shepard brings experience from previous roles at AssetMark, Evidence Based Advisors, LLC and Matson Money. Zack Shepard holds a 1997 - 2003 Bachelor of Science (B.S.) in Applied Business @ University of Cincinnati. With a robust skill set that includes Modern Portfolio Theory, Investments, Asset Managment, Marketing, Management and more. Zack Shepard has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Efficient Advisors Employees
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Steven Miller
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Zack Shepard
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Jhon Khan
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David Smith Jr.
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