Kevin Shepard Email & Phone Number
@raymondjames.com
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Who is Kevin Shepard? Overview
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Kevin Shepard is listed as Associate, Sponsor Finance at Webster Bank, a with 122 employees, based in New York, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Kevin Shepard.
Kevin Shepard previously worked as VP, Relationship Manager - Sponsor Finance at California Bank Of Commerce and AVP, Senior Credit Analyst - Sponsor Finance at California Bank Of Commerce. Kevin Shepard holds Bachelor Of Science In Business Administration - Magna Cum Laude, Finance And Marketing from University Of Miami - School Of Business.
Email format at Webster Bank
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AeroLeads found 1 current-domain work email signal for Kevin Shepard. Compare company email patterns before reaching out.
About Kevin Shepard
Kevin Shepard is a Associate, Sponsor Finance at Webster Bank.
Kevin Shepard's current company
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Kevin Shepard work experience
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Vp, Relationship Manager - Sponsor Finance
Current
Avp, Senior Credit Analyst - Sponsor Finance
Credit Analyst - Sponsor Finance
Credit Analyst Intern - Sponsor Finance
Wealth Management Intern
Conducted research on investments and current market conditions for advisors use with clients. Listened to various research calls on market conditions, investment strategies and related topics. Assisted in updating, modifying and automating excel records as well as transferring client data between CRM systems.
Intern
Prepared detailed financial reports of client portfolio's to assist with client meetings and analysis. Conducted research on various investment opportunities to discuss with clients for their investment portfolios. Assisted in development of marketing strategies to acquire more clients and increase exposure. Participated in client meetings and phone calls.
Research Associate Intern
Conducted competitor research, analyzing successful strategies and ways to improve 1031 exchange business. Researched available properties, compiling market trends, capitalization rates and all other pertinent information for investors into Excel. Compiled data on clients from databases into Excel, helping with new client acquisition.
Colleagues at Webster Bank
Other employees you can reach at californiabankofcommerce.com. View company contacts for 122 employees →
Renee Martin
Colleague at Webster BankWalnut Creek, California, United States
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Bee Teo
Colleague at Webster BankFremont, California, United States
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Stephanie Johnson
Colleague at Webster BankIrvine, California, United States
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Fary Ludewig
Colleague at Webster BankCerritos, California, United States
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CP
Carla Pimentel-Martinez
Colleague at Webster BankConcord, California, United States
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LM
Lauren Mello
Colleague at Webster BankPotwin, Kansas, United States
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Susan Wadi, Mls
Colleague at Webster BankLos Angeles Metropolitan Area, United States
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Sandra Ng
Colleague at Webster BankLos Angeles, California, United States
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LM
Lisa Milani
Colleague at Webster BankAlameda, California, United States
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Danni Remington Smithson
Colleague at Webster BankIrvine, California, United States
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Kevin Shepard education
Bachelor Of Science In Business Administration - Magna Cum Laude, Finance And Marketing
Study Abroad - Prague, Czech Republic
Education record
Frequently asked questions about Kevin Shepard
Quick answers generated from the profile data available on this page.
What company does Kevin Shepard work for?
Kevin Shepard works for Webster Bank.
What is Kevin Shepard's role at Webster Bank?
Kevin Shepard is listed as Associate, Sponsor Finance at Webster Bank.
What is Kevin Shepard's email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Kevin Shepard at Webster Bank.
Where is Kevin Shepard based?
Kevin Shepard is based in New York, United States while working with Webster Bank.
What companies has Kevin Shepard worked for?
Kevin Shepard has worked for Webster Bank, California Bank Of Commerce, Raymond James, Ameriprise Financial Services, Inc., and Heritage Capital Advisors, Inc..
Who are Kevin Shepard's colleagues at Webster Bank?
Kevin Shepard's colleagues at Webster Bank include Renee Martin, Bee Teo, Stephanie Johnson, Fary Ludewig, and Carla Pimentel-Martinez.
How can I contact Kevin Shepard?
You can use AeroLeads to view verified contact signals for Kevin Shepard at Webster Bank, including work email, phone, and LinkedIn data when available.
What schools did Kevin Shepard attend?
Kevin Shepard holds Bachelor Of Science In Business Administration - Magna Cum Laude, Finance And Marketing from University Of Miami - School Of Business.
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