Zack Shepard
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Zack Shepard Email & Phone Number

Chief Revenue Officer at Efficient Advisors, LLC at Efficient Advisors, LLC
Location: Mason, Ohio, United States 10 work roles 3 schools
1 work email found @efficientadvisors.com 3 phones found area 513 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email z****@efficientadvisors.com
Direct phone (513) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chief Revenue Officer at Efficient Advisors, LLC
Location
Mason, Ohio, United States

Who is Zack Shepard? Overview

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Quick answer

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.

Company email context

Email format at Efficient Advisors, LLC

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{first}@efficientadvisors.com
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AeroLeads found 1 current-domain work email signal for Zack Shepard. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Zack Shepard's current company

Company context helps verify the profile and gives searchers a useful next step.

Efficient Advisors, LLC
Efficient Advisors, Llc
Chief Revenue Officer at Efficient Advisors, LLC
AeroLeads page
10 roles · 30 years

Zack Shepard work experience

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

Vice President Of Communications | Serving Nationally

Mason, Ohio, US

Aug 2013 - May 2018

Financial Advisor Education, Development, Training, Management | Marketing, Fiduciary & Wealth Coach

Mason, Ohio, US

Jan 2005 - May 2018

National Media & Research Contributor

Mason, Ohio, US

Jan 2005 - May 2018

Media & Marketing Director | Serving Nationally

Mason, Ohio, US

Jan 2005 - Aug 2013

Retirement Plan Services Coordinator

Abundance Technologies, Inc
2006 - 2009 ~3 yrs

Executive Support Coordinator

Matrix Asset Allocation, Inc.
2005 - 2006 ~1 yr

Assistant General Manager

Sports Express, Ltd.
1998 - 2005 ~7 yrs

Building | Night Manager

Sports Express, Ltd.
1996 - 1998 ~2 yrs
3 education records

Zack Shepard education

Bachelor Of Science (B.S.), Applied Business

University Of Cincinnati

Associate Of Arts (A.A.), Business Administration

University Of Cincinnati

Education record

Little Miami High School
FAQ

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.

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