Incoming 2025 Investment Banking Summer Analyst
Current
May 2024 - Present
AeroLeads people directory · profile
Jack Shepherd Email & Phone Number
Student at the University of South Florida
at
Stifel Financial Corp.
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Student at the University of South Florida
Location
Tampa, Florida, United States
Company size
Who is Jack Shepherd? Overview
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Quick answer
Jack Shepherd is listed as Student at the University of South Florida at Stifel Financial Corp., a with 5553 employees, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jack Shepherd.
Jack Shepherd previously worked as Incoming 2025 Investment Banking Summer Analyst at Stifel Financial Corp. and Senior Investment Associate at Investment Club At Usf. Jack Shepherd holds Finance, General, 3.96/4.0 from University Of South Florida.
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Email format at Stifel Financial Corp.
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Stifel Financial Corp.
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Profile bio
About Jack Shepherd
I am a Florida native studying finance at the Muma School of Business at USF in my sophomore year. At USF I am a Judy Genshaft Honors College member and Bright Futures Scholar. I am also a member of the Men's Club Lacrosse team, and associate in the Asset Management team in the Investment Club
Current workplace
Jack Shepherd's current company
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Stifel Financial Corp.
8 roles
Jack Shepherd work experience
A career timeline built from the work history available for this profile.
Senior Investment Associate
-Leads a team of 3 analysts through the due diligence process on more than 20 U.S. publicly listed small to mid-cap companies.-Utilized Excel to create comprehensive Discounted Cash Flow Models and Three Statement Models to intrinsically value more than 5 companies with a targeted 12% internal rate of return (IRR).- Built 3 pitch decks using PowerPoint to present to a board of industry professionals by leveraging asymmetrical information derived from financial statement analysis, industry reports, and SEC filings
May 2023 - Dec 2024
Summer Analyst
Jun 2024 - Aug 2024
Venture Capital Summer Analyst
- Actively managed initial review of potential investment targets in the Technology and Healthcare fields by participating in pitch meetings, communicating with entrepreneurs one-on-one, and gathering follow-up information. - Produced comprehensive write-ups on entrepreneur’s presentations and financial statements drawing conclusions about valuation, risk exposure, and growth potential that were presented biweekly at firm meetings.
Jun 2023 - Sep 2023
Business Development Intern
- Prepare pitch decks and use cases for investors - Cultivate a scalable pricing structure- Establish and execute a marketing strategy- Manage Customer interactions and suggestions
May 2023 - Aug 2023
Construction Worker
Robert Durkin Custom Woodworking
Spent the summer remodeling homes, garages, basic plumbing, and laying sod. Developed some technical construction skills and exposure to project operation, small budgets, and management.
May 2022 - Aug 2022
Instructor Then Manager
Aloha Surf Camp
Lead instructor at Juno Beach surf camp for summer campers from 10-14 years of age. Responsible for Safety and Surfing. Set up camp, managed $15,000 worth of equipment and inventory, interacted daily with parents and kids.
May 2021 - Aug 2021
Investment And Insurance Internship
Assisted financial advisors in office duties, preparing for client meetings, and updating client information. Gained exposure to finance industry by working with licensed professionals with multiple financial service designations
Jun 2020 - Aug 2020
Team & coworkers
Colleagues at Stifel Financial Corp.
Other employees you can reach at stifel.com. View company contacts for 5553 employees →
NS
Nicole Stanley
Colleague at Stifel Financial Corp.Greater Toronto Area, Canada
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CN
Chase Nishida, Aams®
Colleague at Stifel Financial Corp.Orange County, California, United States
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KG
Kayle Green
Colleague at Stifel Financial Corp.Dallas, Texas, United States
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JB
J.R. Bartrug
Colleague at Stifel Financial Corp.Baltimore, Maryland, United States
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ZB
Zach Banning
Colleague at Stifel Financial Corp.Greater Chicago Area, United States
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M(
Mike (Brookfield) Schinzer
Colleague at Stifel Financial Corp.Oconomowoc, Wisconsin, United States
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HD
Hunter Doyle
Colleague at Stifel Financial Corp.Bowling Green Metropolitan Area, United States
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ZH
Zachary Hester
Colleague at Stifel Financial Corp.Greater St. Louis, United States
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TK
Tarryn Keller
Colleague at Stifel Financial Corp.Greater St. Louis, United States
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HL
Helen Licata
Colleague at Stifel Financial Corp.St Louis, Missouri, United States
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Nicole Stanley
Colleague at Stifel Financial Corp.Greater Toronto Area, Canada
View →
CN
Chase Nishida, Aams®
Colleague at Stifel Financial Corp.Orange County, California, United States
View →
KG
Kayle Green
Colleague at Stifel Financial Corp.Dallas, Texas, United States
View →
JB
J.R. Bartrug
Colleague at Stifel Financial Corp.Baltimore, Maryland, United States
View →
ZB
Zach Banning
Colleague at Stifel Financial Corp.Greater Chicago Area, United States
View →
M(
Mike (Brookfield) Schinzer
Colleague at Stifel Financial Corp.Oconomowoc, Wisconsin, United States
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HD
Hunter Doyle
Colleague at Stifel Financial Corp.Bowling Green Metropolitan Area, United States
View →
ZH
Zachary Hester
Colleague at Stifel Financial Corp.Greater St. Louis, United States
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TK
Tarryn Keller
Colleague at Stifel Financial Corp.Greater St. Louis, United States
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HL
Helen Licata
Colleague at Stifel Financial Corp.St Louis, Missouri, United States
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4 education records
Jack Shepherd education
Finance, General, 3.96/4.0
Education record
Education record
Education record
FAQ
Frequently asked questions about Jack Shepherd
Quick answers generated from the profile data available on this page.
What company does Jack Shepherd work for?
Jack Shepherd works for Stifel Financial Corp..
What is Jack Shepherd's role at Stifel Financial Corp.?
Jack Shepherd is listed as Student at the University of South Florida at Stifel Financial Corp..
Where is Jack Shepherd based?
Jack Shepherd is based in Tampa, Florida, United States while working with Stifel Financial Corp..
What companies has Jack Shepherd worked for?
Jack Shepherd has worked for Stifel Financial Corp., Investment Club At Usf, Comvest Partners, Deepwork Capital, and Bundleiq.
Who are Jack Shepherd's colleagues at Stifel Financial Corp.?
Jack Shepherd's colleagues at Stifel Financial Corp. include Nicole Stanley, Chase Nishida, Aams®, Kayle Green, J.R. Bartrug, and Zach Banning.
How can I contact Jack Shepherd?
You can use AeroLeads to view verified contact signals for Jack Shepherd at Stifel Financial Corp., including work email, phone, and LinkedIn data when available.
What schools did Jack Shepherd attend?
Jack Shepherd holds Finance, General, 3.96/4.0 from University Of South Florida.
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