Zack Shepard Email & Phone Number
@efficientadvisors.com
3 phones found area 513
LinkedIn matched
Who is Zack Shepard? Overview
A concise factual answer block for searchers comparing this professional profile.
Zack Shepard is listed as Chief Revenue Officer at Efficient Advisors, LLC at Efficient Advisors, LLC, based in Mason, Ohio, United States. AeroLeads shows a work email signal at efficientadvisors.com, phone signal with area code 513, and a matched LinkedIn profile for Zack Shepard.
Zack Shepard previously worked as Chief Revenue Officer at Efficient Advisors, Llc and Principal Owner at Evidence Based Advisors, Llc. Zack Shepard holds Bachelor Of Science (B.S.), Applied Business from University Of Cincinnati.
Email format at Efficient Advisors, LLC
This section adds company-level context without repeating Zack Shepard's masked contact details.
AeroLeads found 1 current-domain work email signal for Zack Shepard. Compare company email patterns before reaching out.
About Zack Shepard
Zack Shepard is a Principal/Founder for a Cincinnati-based investment advisory firm, Evidence Based Advisors, LLC “EBA" and Chief Revenue Office for Efficient Advisors, LLC "EA". EBA/EA brings a unique investment platform based on Nobel Prize winning academics, and competitive pricing which is designed for growth-oriented advisors to help take their business and client portfolios to the next level. EBA/EA supports advisor efforts in long-term value creation for their clients in a fiduciary environment which puts the client's needs first. These solutions, combined with a 100% advisor brand focus, aid financial professionals across the country to implement an evidence-based investment strategy, and in turn, help many investors achieve financial peace of mind nationwide. Zack is a National Media Contributor to such popular media outlets as CNBC, The Wall Street Journal, Bloomberg, Fox Business, Businessweek, NY Post, US News & World Report, Business Times, Financial Post, CFOWorld.com, The Washington Post, Drudge Report, Registered Rep, RIA Central, The Street, and Yahoo Finance; educating the public on investing, economics, and current events.Specialties: * Media & Marketing * Passive Management * Registered Rep & RIA * Modern Portfolio Theory * Efficient Market Hypothesis * Financial Advisor Training, Coaching & Education * Investment Planning, Development & Management * Fiduciary Studies & Best Practices * Educational Tool Development * Practice Building * Asset Management
Listed skills include Modern Portfolio Theory, Investments, Asset Managment, Marketing, and 25 others.
Zack Shepard's current company
Company context helps verify the profile and gives searchers a useful next step.
Zack Shepard work experience
A career timeline built from the work history available for this profile.
Principal Owner
Current
Vice President Of Communications | Serving Nationally
Financial Advisor Education, Development, Training, Management | Marketing, Fiduciary & Wealth Coach
National Media & Research Contributor
Media & Marketing Director | Serving Nationally
Retirement Plan Services Coordinator
Executive Support Coordinator
Assistant General Manager
Building | Night Manager
Zack Shepard education
Bachelor Of Science (B.S.), Applied Business
Associate Of Arts (A.A.), Business Administration
Education record
Frequently asked questions about Zack Shepard
Quick answers generated from the profile data available on this page.
What company does Zack Shepard work for?
Zack Shepard works for Efficient Advisors, LLC.
What is Zack Shepard's role at Efficient Advisors, LLC?
Zack Shepard is listed as Chief Revenue Officer at Efficient Advisors, LLC at Efficient Advisors, LLC.
What is Zack Shepard's email address?
AeroLeads has found 1 work email signal at @efficientadvisors.com for Zack Shepard at Efficient Advisors, LLC.
What is Zack Shepard's phone number?
AeroLeads has found 3 phone signal(s) with area code 513 for Zack Shepard at Efficient Advisors, LLC.
Where is Zack Shepard based?
Zack Shepard is based in Mason, Ohio, United States while working with Efficient Advisors, LLC.
What companies has Zack Shepard worked for?
Zack Shepard has worked for Efficient Advisors, Llc, Evidence Based Advisors, Llc, Matson Money, Abundance Technologies, Inc, and Matrix Asset Allocation, Inc..
How can I contact Zack Shepard?
You can use AeroLeads to view verified contact signals for Zack Shepard at Efficient Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Zack Shepard attend?
Zack Shepard holds Bachelor Of Science (B.S.), Applied Business from University Of Cincinnati.
What skills is Zack Shepard known for?
Zack Shepard is listed with skills including Modern Portfolio Theory, Investments, Asset Managment, Marketing, Management, Coaching, Training, and Investment Advisory.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial