Shepherd Financial Partners
Address: 1004 Main St, Winchester, MA 01890 Hours: Open ⋅ Closes 6PM Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 756-1804Place name: : : : Website: : Category: : : Website: http://www.shepherdfinancialpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Shepherd Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review
Shepherd Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Shepherd Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Shepherd Financial Partners Employees
ING Investment Management International 2013 - Present
Shepherd Financial Partners 2012 - 2013
Sun Capital Advisers, LLC 1997 - 2011
Sun Capital Advisers, LLC 1997 - 2002
State Street Corporation 1992 - 1997
US Army Research, Development & Engineering Center 1989 - 1992
Skills
Credit Derivatives, Credit Trading, Institutional Clients, High Yield, Special Situations, Chapter 11, Credit Analysis, Credit Portfolio..., Fixed Income Trading, Fixed Income Research, Asset Management, Insurance Strategies, Investment Strategies, Insurance Solutions, Portfolio Management, Relative Value, Absolute Return, Structured Products, Total Return, Client Relationship..., Asset Growth, Team Building, Organizational..., Strategic Leadership, Global Asset Management, Investment Process, Relative Value Trading, Asset, Fixed Income, Investment Banking, Asset Managment, Risk Management, Investments, Fixed Income Analysis, Institutional..., Insurance, Derivatives, Trading, Financial Markets, Investment Management, Valuation
Education
University of New Haven
MA, Industrial/Organizational Psychology
University of New Haven - William E. Dodds School of Business Admin.
MBA, Finance
Framingham State College
BA, Psychology
Shepherd Financial Partners May 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments May 2014 - August 2014
The College of Wooster Senior Committee for the Class of 2013 September 2012 - May 2013
The College of Wooster September 2009 - May 2013
Joe Kearns Goodwin for State Senate June 2012 - August 2012
Barefeet Theatre May 2011 - August 2011
Skills
Series 7, Series 66, Series 63, Sales, Investment Advisory, Client Services, Personal Finance, Trading, Data Analysis, Quantitative Research, Qualitative Research, Critical Thinking, Non-profits, Community Outreach, Fundraising, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
The College of Wooster 2009 — 2013
Bachelor of Arts (B.A.), Sociology
Lexington High School 2005 — 2009
Solutions for Divorce November 2013 - Present
Insight Financial Strategists LLC July 2012 - December 2013
Shepherd Financial Partners September 2009 - June 2012
Callianthus Garden Design 1994 - 2008
Commonwealth Mortgage Company 1986 - 1991
Skills
Strategic Financial..., Certified Divorce..., Retirement Planning, College Education..., Identifying Client Needs, Estate Planning, Financial Planners, Investment Strategies, Small Business, Financial Advisory, Finance, Wealth Management, Mortgage Lending, Financial Analysis, Loans, Insurance, Financial Planning, Trusts, Financial Services, Investments
Education
Boston University Institute of Finance 2012 — 2013
CFP Certification Education Program
Institute for Divorce Financial Analyst
Certified Divorce Financial Analyst (CDFA™)
Dickinson College
BA, Biology/Anthropology
FrankWest March 2014 - Present
Volos Portfolio Solutions, LLC June 2015 - August 2015
Repucom June 2014 - August 2014
Shepherd Financial Partners July 2013 - August 2013
Skills
Adobe Design Programs, Blogging, Public Speaking, Communication, InDesign, Social Media Marketing, Writing, Microsoft Office, Microsoft Excel, Event Planning, Time Management, Salesforce.com, PowerPoint, Phone Etiquette
Education
Bucknell University 2013 — 2017
Bachelor's Degree, Business Entrepreneurship, Spanish and Philosophy
Winchester High School 2009 — 2013
High School
Enterprise Commercial Trucks April 2014 - Present
Need A Hand Landscaping April 2004 - Present
Enterprise Rent-A-Car September 2012 - May 2013
JAK's Flooring January 2012 - May 2012
Shepherd Financial Partners June 2011 - August 2011
Education
University of Hartford
Bachelor of Science, Business Administration
BRIDGTON ACADEMY
J.P. Morgan October 2014 - October 2014
The TJX Companies, Inc. June 2014 - August 2014
Shepherd Financial Partners June 2013 - August 2013
Lexington Physical Therapy Associates, Inc. July 2011 - August 2013
Mount Auburn Hospital July 2011 - August 2011
Skills
Teamwork, Public Speaking, Social Media, Writing, Microsoft Excel, Marketing, Time Management, Leadership, PowerPoint, Salesforce.com, Bloomberg Terminal, Research, Analysis, Management, Blogging, Phone Etiquette, Microsoft Office, Office Administration, Microsoft Word, Process Scheduler, Market Research, Retail, Social Networking, Capital IQ
Education
Cornell University 2013 — 2017
Bachelor of Science (B.S.), Major in Applied Economics and Management
Winchester High School 2009 — 2013
High School Diploma, General Studies
Shepherd Financial Partners April 2011 - Present
Special Needs Financial Planning January 2010 - Present
Skills
Strategic Financial..., Financial Services, CRM, Wealth Management, Finance, Salesforce.com, Leadership
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors, Marketing
Shepherd Financial Partners March 2013 - Present
Bolvin Wealth Management Group January 2011 - March 2013
Goodman Advisory Group April 2010 - January 2011
Northwestern Mutual Financial Network May 2009 - January 2010
Special Needs Financial Planning, LLC May 2007 - June 2009
U.S. Tae Kwon Do September 2008 - January 2009
Target Dept Store June 2003 - June 2006
Skills
Series 6, Uniform Combined State..., Fixed Annuities, Securities, Strategic Financial..., Life Insurance, Financial Planning, Wealth, Personal Finance, Finance, Financial Planners, Retirement Planning, Financial Services, Wealth Management..., Retirement, 401k, Series 63, Series 66, Licenses for Life..., Hold Series 7, Certified Financial...
Education
Kaplan University 2011 — 2013
CFP® Certification Education Program, Finance
Western New England University 2005 — 2009
BSBA, Marketing
And Speaking of Money 2014 - Present
Shepherd Financial Partners September 2010 - Present
Lehman Brothers 1982 - 1990
Skills
Blogging, Securities, Website Development, Marketing Media, Digital Marketing, Public Relations, HubSpot, Social Media Integration, Website Creation, Financial Services, Financial Markets
Education
NYU Stern School of Business
MBA, Finance
State University of New York at Albany
BS, Mathematics
Wells Fargo Advisors April 2014 - March 2015
Wells Fargo Advisors January 2014 - April 2014
Wells Fargo Advisors July 2013 - December 2013
Four Seasons Wealth Management February 2013 - July 2013
Shepherd Financial Partners April 2012 - February 2013
MK-Accounting, LLC August 2012 - January 2013
Wells Fargo Advisors November 2010 - March 2012
Edward Jones October 2000 - March 2010
Courtyard by Marriott Westport March 1998 - October 2000
Skills
Customer Service, Outlook, Customer Relations, Microsoft Word, Team Building, New Business Development, Marketing, Strategic Planning, Event Planning, Insurance, Public Relations, Business Development, Project Planning, Management, Account Management, Sales, Contract Negotiation, Hospitality, Start-ups, Marketing Strategy
Education
Central Missouri State University 1994 — 1997
Bachelor of Science
Franklin Templeton Investments February 2012 - Present
Shepherd Financial Partners January 2011 - July 2011
Natixis Global Associates October 2008 - January 2011
Natixis Global Associates June 2004 - October 2008
Natixis Global Associates April 2000 - May 2004
EMCON Environmental January 1996 - January 2000
Skills
Alternative Investments, Investment Management, Mutual Funds, Investments, Finance
Education
Suffolk University 2000 — 2005
MSA, Accounting
University of Denver 1992 — 1996
BS, Environmental Science
Indeed.com June 2015 - Present
Indeed.com June 2014 - May 2015
Fairfield University Phonathon September 2012 - December 2014
Shepherd Financial Partners May 2013 - August 2013
Skills
Fundraising, Teamwork, Research, Cold Calling, Strategy, Public Speaking, Editing, Social Media, Microsoft Office, Marketing, Blogging, Social Media Marketing, Facebook, Photography, Prezi, Tutoring, Community Outreach, Social Networking
Education
Fairfield University 2011 — 2015
Bachelor of Arts (B.A.), Major: English; Concentration in Professional Writing, Minors: Marketing & Educational Studies
Florence University of the Arts 2014 — 2014
Study Abroad
Winchester High School 2007 — 2011
Spots August 2015 - Present
Shepherd Financial Partners June 2014 - July 2015
Winchester Swim & Tennis Club May 2011 - August 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Social Media, Teaching, Teamwork, Marketing
Education
Boston College 2013 — 2017
Economics, Finance, Sociology
Plymouth Rock, LLC (Who's That) 2013 - Present
Oha.na July 2012 - 2013
Boundless Learning 2012 - 2012
Shepherd Financial Partners May 2011 - August 2011
Education
Boston University - School of Management
Cambridge Rindge & Latin School
Berylson Capital Partners LLC May 2012 - Present
Shepherd Financial Partners January 2011 - April 2012
Fontana Capital LLC October 2004 - December 2010
Skills
Securities, Hedge Funds, Investments, Alternative Investments, Fund Of Funds, Family Office, Strategic Financial..., Equities, Prime Brokerage, Asset Managment, Investment Strategies
Education
The George Washington University 1990 — 1994
Prospera Financial June 2014 - Present
Kutzen Financial December 2012 - Present
LPL Financial Services August 2005 - June 2014
Shepherd Financial Partners January 2011 - December 2012
FundQuest 1999 - 2005
Manulife 1998 - 1999
Skills
Wealth Management, Series 7, Financial Services, Securities, Portfolio Management, Finance, Wealth, Mutual Funds, Investments, Wealth Management..., Series 63, Asset Allocation, Asset Management, Alternative Investments
Education
Union College 1994 — 1998
Bachelor's degree, Economics
BerryLine August 2012 - Present
Oxfam January 2010 - May 2012
Harvard University Art Museums June 2011 - August 2011
Shepherd Financial Partners June 2010 - September 2010
Tufts University IPC Laboratory June 2008 - September 2008
Skills
Management, Editing, Customer Service
Education
University of Oxford 2014 — 2015
M.St., Classical Archaeology
The University of Edinburgh 2008 — 2012
M.A., Classical Studies
Winchester High School 2004 — 2008
Shepherd Financial Partners June 2013 - August 2014
Winchester Swim and Tennis Club June 2010 - August 2012
Skills
Microsoft Office, Adobe Acrobat, Research, Teamwork, Analysis
Education
Northeastern University 2013 — 2017
Northeastern University