Investment Banking Associate
Current
Apr 2022 - Present
AeroLeads people directory · profile
Alan Sheppard Email & Phone Number
Investment Banking Associate at GulfStar Group
at
GulfStar Group
1 work email found
@gulfstargroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Banking Associate at GulfStar Group
Location
Greater Houston, United States
Who is Alan Sheppard? Overview
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Quick answer
Alan Sheppard is listed as Investment Banking Associate at GulfStar Group at GulfStar Group, based in Greater Houston, United States. AeroLeads shows a work email signal at gulfstargroup.com and a matched LinkedIn profile for Alan Sheppard.
Alan Sheppard previously worked as Investment Banking Associate at Gulfstar Group and Relationship Banking Officer at Frost Bank. Alan Sheppard holds Master Of Science - Ms, Finance from University Of Houston, C.T. Bauer College Of Business.
Company email context
Email format at GulfStar Group
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{first_initial}{last}@gulfstargroup.com
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AeroLeads found 1 current-domain work email signal for Alan Sheppard. Compare company email patterns before reaching out.
Profile bio
About Alan Sheppard
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.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Leadership, and 6 others.
Current workplace
Alan Sheppard's current company
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5 roles
Alan Sheppard work experience
A career timeline built from the work history available for this profile.
Relationship Banking Officer
Oct 2021 - Apr 2022
Associate Relationship Manager
The 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.
Jul 2019 - Oct 2021
Senior Portfolio Manager
Aug 2021 - Dec 2021
Analyst - Large/Mid Cap Equity
• 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.
Jun 2020 - Aug 2021
2 education records
Alan Sheppard education
Master Of Science - Ms, Finance
University Of Houston, C.T. Bauer College Of Business
Bachelor Of Business Administration - Bba, Accounting And Finance
University Of Houston, C.T. Bauer College Of Business
FAQ
Frequently asked questions about Alan Sheppard
Quick answers generated from the profile data available on this page.
What company does Alan Sheppard work for?
Alan Sheppard works for GulfStar Group.
What is Alan Sheppard's role at GulfStar Group?
Alan Sheppard is listed as Investment Banking Associate at GulfStar Group at GulfStar Group.
What is Alan Sheppard's email address?
AeroLeads has found 1 work email signal at @gulfstargroup.com for Alan Sheppard at GulfStar Group.
Where is Alan Sheppard based?
Alan Sheppard is based in Greater Houston, United States while working with GulfStar Group.
What companies has Alan Sheppard worked for?
Alan Sheppard has worked for Gulfstar Group, Frost Bank, and Cougar Investment Fund, L.L.C..
How can I contact Alan Sheppard?
You can use AeroLeads to view verified contact signals for Alan Sheppard at GulfStar Group, including work email, phone, and LinkedIn data when available.
What schools did Alan Sheppard attend?
Alan Sheppard holds Master Of Science - Ms, Finance from University Of Houston, C.T. Bauer College Of Business.
What skills is Alan Sheppard known for?
Alan Sheppard is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Leadership, Microsoft Word, Research, Powerpoint, and Public Speaking.
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