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Royal Shepard, Cfa Email & Phone Number

Finance Committee and Grant Writing and Shopping Assistant at Home Sweet Home STL
Location: St Louis, Missouri, United States 14 work roles 2 schools
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Current company
Home Sweet Home STL
Role
Finance Committee and Grant Writing and Shopping Assistant
Location
St Louis, Missouri, United States
Company size
19 employees

Who is Royal Shepard, Cfa? Overview

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Royal Shepard, Cfa is listed as Finance Committee and Grant Writing and Shopping Assistant at Home Sweet Home STL, a company with 19 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Royal Shepard, Cfa.

Royal Shepard, Cfa previously worked as Finance Committee/Grant Writing/Shopping Assistant at Home Sweet Home Stl and Financial Literacy Coach at United Way Of Greater St. Louis. Royal Shepard, Cfa holds Bachelor Of Arts (B.A.), Economics from Grinnell College.

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Home Sweet Home STL

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About Royal Shepard, Cfa

Retired and serving the St. Louis community as a Community Activator/Volunteer. Using my god-given skills to help close equality gaps, particularly in the areas of education and literacy. Former equity analyst with a diverse background in research, portfolio management, administration, and investor relations. A generalist with particular expertise in REITs and small capitalization equities. At S&P Capital IQ provided thought leadership as senior analyst in the REIT sector. Previously, published independent research for Zacks as senior consumer staples analyst. Past experience as a small cap. portfolio manager for a major institutional investor, which included the launching of a global equity mutual fund. Have also worked as an investor relations consultant and as an executive at a leading U.S. stock exchange.

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Royal Shepard, Cfa's current company

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Home Sweet Home STL
Home Sweet Home Stl
Finance Committee and Grant Writing and Shopping Assistant
St. Louis, MO, US
Website
homesweethomestl.org
Employees
19
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14 roles · 39 years

Royal Shepard, Cfa work experience

A career timeline built from the work history available for this profile.

Finance Committee And Grant Writing And Shopping Assistant

Home Sweet Home Stl

St. Louis, MO, US

Finance Committee/Grant Writing/Shopping Assistant

Current
Home Sweet Home Stl

St. Louis City County, Missouri, United States

Nov 2021 - Present

Financial Literacy Coach

Current
United Way Of Greater St. Louis

Greater St. Louis Area

Oct 2018 - Present

Senior Equity Research Analyst

Edward Jones

Greater St. Louis Area

Jul 2014 - Oct 2017

Senior Equity Analyst

S&P Capital Iq

New York City

Lead equity research analyst, specializing in Real Estate Investment Trusts (REITs). My responsibilities included publishing stock reports, writing industry research, providing clients with real-time market updates, and media interviews. Strong stock-picking record and highly regarded for providing thought leadership on commercial real estate and REITs.

2004 - 2014 ~10 yrs

Senior Equity Analyst

Zacks Investment Research

Lead analyst providing independent equity research on stocks in the Consumer Staples sector, including food, beverage, print publishing, household products, and food/drug retailing.

2002 - 2004 ~2 yrs

Senior Investor Relations Consultant

Lundy Associates

Florham Park, NJ

Provided clients with strategic advice and assisted in targeting institutional investors.Prepared written materials, including press releases, quarterly reports, and PowerPoint presentations to help clients communicate more effectively with investors.

2000 - 2001 ~1 yr

Director, Corporate Finance

American Stock Exchange

Supervised the listing process for new Equity listings on the Exchange. This included the co-management of a staff of 12. Interfaced extensively with senior Exchange management and set regulatory procedures for the oversight of listing prospects.

1993 - 1999 ~6 yrs

Analyst/Portfolio Manager

Prudential Equity Management Associates

Assisted in managing assets of over $800 million invested in small-to-medium capitalization equities for Prudential’s own General Account and for outside clients. Developed and acted as Portfolio Manager of a pilot account invested in growth stocks. In additon, helped launch the Prudential Global Genesis (mutual) Fund. Prepared and conducted presentations.

1987 - 1992 ~5 yrs
Team & coworkers

Colleagues at Home Sweet Home STL

Other employees you can reach at homesweethomestl.org. View company contacts for 19 employees →

CH Corlena Hall Corlena Hall Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View → TM Traci Moore Traci Moore Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View → KT Katy Trimble Katy Trimble Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View → JB Jørn Bækdal Jørn Bækdal Colleague at Home Sweet Home StlSilkeborg, Central Denmark Region, Denmark, Denmark View → HS Home Sweet Home Home Sweet Home Colleague at Home Sweet Home StlOkara District, Punjab, Pakistan, Pakistan View → LS Lucie Springmeyer Lucie Springmeyer Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View → TR Trisha Ross Trisha Ross Colleague at Home Sweet Home StlCincinnati, Ohio, United States, United States View → JL Jim Lochhead Jim Lochhead Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View → BR Betsy Reznicek Betsy Reznicek Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View → AM Alexis Myers Alexis Myers Colleague at Home Sweet Home StlSt Louis, Missouri, United States, United States View →
2 education records

Royal Shepard, Cfa education

FAQ

Frequently asked questions about Royal Shepard, Cfa

Quick answers generated from the profile data available on this page.

What company does Royal Shepard, Cfa work for?

Royal Shepard, Cfa works for Home Sweet Home STL.

What is Royal Shepard, Cfa's role at Home Sweet Home STL?

Royal Shepard, Cfa is listed as Finance Committee and Grant Writing and Shopping Assistant at Home Sweet Home STL.

Where is Royal Shepard, Cfa based?

Royal Shepard, Cfa is based in St Louis, Missouri, United States while working with Home Sweet Home STL.

What companies has Royal Shepard, Cfa worked for?

Royal Shepard, Cfa has worked for Home Sweet Home Stl, United Way Of Greater St. Louis, American Red Cross, Normandy Schools Collaborative, and Marian Middle School.

Who are Royal Shepard, Cfa's colleagues at Home Sweet Home STL?

Royal Shepard, Cfa's colleagues at Home Sweet Home STL include Corlena Hall, Traci Moore, Katy Trimble, Jørn Bækdal, and Home Sweet Home.

How can I contact Royal Shepard, Cfa?

You can use AeroLeads to view verified contact signals for Royal Shepard, Cfa at Home Sweet Home STL, including work email, phone, and LinkedIn data when available.

What schools did Royal Shepard, Cfa attend?

Royal Shepard, Cfa holds Bachelor Of Arts (B.A.), Economics from Grinnell College.

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