Jeromy Shepherd
Investment Counselor - Private Client Group at Fisher Investments | Roanoke, Texas, United States
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Investment Counselor - Private Client Group at Fisher Investments in March 2024 to Present
Sr Manager - Southwest Region | Income & Wealth Solutions at Charles Schwab in November 2020 to January 2024
Senior Team Manager | Fixed Income at Charles Schwab in November 2018 to November 2020
Principal - Financial Planning at First Command Financial Services, Inc. in January 2018 to November 2018
Fixed Income Sales Manager at TD Ameritrade in January 2011 to August 2017
National Sales Trainer at TD Ameritrade in July 2008 to January 2011
Branch Manager - Sales at TD Ameritrade in July 2007 to July 2008
Fixed Income Operations Manager at TD Ameritrade in December 2006 to July 2007
Investment Consultant at TD Ameritrade in March 2006 to December 2006
Registered Principal at Ameriprise Financial Services, Inc. in January 2005 to February 2006
Senior Manager at Citigroup Global Markets - Smith Barney Corporate Client Group in October 1999 to January 2005
Mutual Fund Sales Representative at USAA in January 1999 to August 1999
Financial Consultant at Merrill Lynch in September 1997 to December 1998
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Sales Management
Change Management
Leadership
Sales
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Individual Development
Organizational Behavior
Communication Skills
Risk Management
Team Building
Training
Business Development
Emotional Intelligence
Business Coaching
Financial Advisory
Financial Services
Investment Advisory
Investment Strategies
New Business Development
Securities
Strategy
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Discover more about Fisher InvestmentsWhat is Jeromy Shepherd email address?
Email Jeromy Shepherd at [email protected]. This email is the most updated Jeromy Shepherd's email found in 2026.
How to contact Jeromy Shepherd?
To contact Jeromy Shepherd send an email to [email protected]. (updated on September 05, 2024)
What company does Jeromy Shepherd work for?
Jeromy Shepherd works for Fisher Investments
What is Jeromy Shepherd's role at Fisher Investments?
Jeromy Shepherd is Investment Counselor - Private Client Group
What is Jeromy Shepherd's Phone Number?
Jeromy Shepherd's phone (214) ***-*494
What industry does Jeromy Shepherd work in?
Jeromy Shepherd works in the Financial Services industry.
Jeromy Shepherd Email Addresses
Jeromy Shepherd Phone Numbers
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