Peter Shepherd

Peter Shepherd Email and Phone Number

Experienced Financial Services Professional @ Capital Preferences
new york, new york, united states
Peter Shepherd's Location
Sydney, New South Wales, Australia, Australia
Peter Shepherd's Contact Details

Peter Shepherd work email

Peter Shepherd personal email

n/a
About Peter Shepherd

An experienced financial services executive, with a career encompassing a broad range of roles in financial services and funds management. Now applying my experience in various roles, including Consulting, NED and Advisory Boards - whilst leveraging the following core competencies:* An intimate understanding of the Australian Financial Services, Superannuation and Funds Management markets.* A very strong network of relationships in these markets.* Broadly experienced in developing and managing large, multi-disciplined corporate relationships and focussing primarily on securing new to business opportunities. * A well-respected leader with integrity and professionalism as foremost reputational characteristics – combined with a strong understanding of how to develop and execute corporate strategies aimed at creating long-term business partnerships. * A strong track record in leading and developing high performing sales teams and for delivering solid business growth over sustained periods of time. Achieved by fostering a results focused, entrepreneurial culture whilst always maintaining a strong focus on risk management.

Peter Shepherd's Current Company Details
Capital Preferences

Capital Preferences

View
Experienced Financial Services Professional
new york, new york, united states
Employees:
11
Peter Shepherd Work Experience Details
  • Capital Preferences
    Consultant
    Capital Preferences Feb 2022 - Present
    Sydney, New South Wales, Australia
  • Macquarie Group
    Head Of Institutional Business
    Macquarie Group May 2015 - Dec 2019
    Sydney
  • Macquarie Group
    Executive Director
    Macquarie Group May 2009 - Dec 2019
    Sydney, Australia
  • Macquarie Group
    Head Of Distribution, Macquarie Wealth
    Macquarie Group Jan 2007 - May 2015
    Sydney
  • Macquarie Group
    Macquarie Professional Series
    Macquarie Group Mar 2004 - Dec 2006
    Sydney
  • Macquarie Group
    Key Account Management
    Macquarie Group Jan 2002 - Mar 2004
    Sydney

Peter Shepherd Skills

Wealth Management Investments Financial Services Portfolio Management Equities Risk Management Asset Management Investment Strategies Relationship Management Strategy Business Strategy Superannuation Financial Markets Financial Planning Business Relationship Management Wealth Sales Management New Business Development Strategic Financial Planning Alternative Investments Asset Managment

Frequently Asked Questions about Peter Shepherd

What company does Peter Shepherd work for?

Peter Shepherd works for Capital Preferences

What is Peter Shepherd's role at the current company?

Peter Shepherd's current role is Experienced Financial Services Professional.

What is Peter Shepherd's email address?

Peter Shepherd's email address is pe****@****rie.com

What skills is Peter Shepherd known for?

Peter Shepherd has skills like Wealth Management, Investments, Financial Services, Portfolio Management, Equities, Risk Management, Asset Management, Investment Strategies, Relationship Management, Strategy, Business Strategy, Superannuation.

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