Zack Shepard Email & Phone Number
Chief Revenue Officer - EA @ AssetMark
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Zack Shepard Location
- Mason, OH, US
Zack Shepard Work
- Chief Revenue Officer - EA @ (December 2025 - Present)
- Chief Revenue Officer @ (August 2020 - Present)
- Principal Owner @ (June 2018 - Present)
- Vice President of Communications | Serving Nationally @ (August 2013 - May 2018)
- Financial Advisor Education, Development, Training, Management | Marketing, Fiduciary and Wealth Coach @ (January 2005 - May 2018)
- National Media and Research Contributor @ (January 2005 - May 2018)
- Media and Marketing Director | Serving Nationally @ (January 2005 - August 2013)
- Retirement Plan Services Coordinator @ Abundance Technologies, Inc (January 2006 - January 2009)
- Executive Support Coordinator @ Matrix Asset Allocation, Inc. (January 2005 - January 2006)
- Assistant General Manager @ Sports Express, Ltd. (January 1998 - January 2005)
- Building | Night Manager @ Sports Express, Ltd. (January 1996 - January 1998)
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 School 1993-1997
Zack Shepard Skills
- Modern Portfolio Theory
- Investments
- Asset Managment
- Marketing
- Management
- Coaching
- Training
- Investment Advisory
- Strategic Financial Planning
- Asset Allocation
- Wealth Management
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Estate Planning
- Insurance
- Retirement
- Wealth
- 401k
- Asset Management
- Investment Strategies
- Financial Advisory
- IRAs
- Investment Management
- Financial Services
- Finance
- Financial Planners
- Fixed Annuities
- Financial Planning
- Leadership
- Sales
- Microsoft Office
- Social Media Marketing
- Project Management
- Marketing Communications
Zack Shepard Summary
- Zack Shepard, based in Mason, OH, US, is currently a Chief Revenue Officer - EA at AssetMark. Zack Shepard brings experience from previous roles at Efficient Advisors, LLC, 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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