Alan Sheppard Email and Phone Number
Alan Sheppard work email
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Alan Sheppard personal email
Alan Sheppard is a Investment Banking Associate at GulfStar Group at GulfStar Group. He possess expertise in microsoft office, customer service, microsoft excel, leadership, microsoft word and 5 more skills.
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Investment Banking AssociateGulfstar Group Apr 2022 - PresentHouston, Texas, Us
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Relationship Banking OfficerFrost Bank Oct 2021 - Apr 2022San Antonio, Texas, Us -
Associate Relationship ManagerFrost Bank Jul 2019 - Oct 2021San Antonio, Texas, UsThe Associate Relationship Manager role at Frost is a blend between a credit analyst / commercial loan underwriter and a training program for commercial lending. My experience thus far has included:• Completed a formal credit training program• Underwriting and assisted in the structuring process for commercial loans ranging from $200,000 to $75 million. • Attend sales calls and customer meeting to learn and understand the sales and relationship aspects of commercial lending.• Worked on loan packages structured as business lines of credit, real estate investment and construction, equipment leasing, termed out debt, and syndicated credits.• Exposure to a variety of industries such as engineering firms, law firms, industrial manufacturing, construction, medical facilities, private equity firms, energy services, marine, and real estate.
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Senior Portfolio ManagerCougar Investment Fund, L.L.C. Aug 2021 - Dec 2021Houston, Texas, Us -
Analyst - Large/Mid Cap EquityCougar Investment Fund, L.L.C. Jun 2020 - Aug 2021Houston, Texas, Us• One of 17 students selected via rigorous applications process to manage $13 million equity portfolio.• Utilize DCF models and bottom-up approach to value companies, make buy/sell recommendations, and pitch recommendations to Investment Committee. • Conduct screening for new investment opportunities, monitor performance of existing positions held by Fund, and ensure compliance with Fund’s investment restrictions. • Formally present Fund performance to Board of Managers and investors.
Alan Sheppard Skills
Alan Sheppard Education Details
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University Of Houston, C.T. Bauer College Of BusinessFinance -
University Of Houston, C.T. Bauer College Of BusinessAccounting And Finance
Frequently Asked Questions about Alan Sheppard
What company does Alan Sheppard work for?
Alan Sheppard works for Gulfstar Group
What is Alan Sheppard's role at the current company?
Alan Sheppard's current role is Investment Banking Associate at GulfStar Group.
What is Alan Sheppard's email address?
Alan Sheppard's email address is al****@****ank.com
What schools did Alan Sheppard attend?
Alan Sheppard attended University Of Houston, C.t. Bauer College Of Business, University Of Houston, C.t. Bauer College Of Business.
What skills is Alan Sheppard known for?
Alan Sheppard has skills like Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Research, Powerpoint, Public Speaking, Social Media, Marketing.
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