Graham F Shepherd from 140 Singer Way, Cary, NC 27560, age 38

Graham Shepherd Phones & Addresses

140 Singer Way, Morrisville, NC 27560
Durham, NC
Chapel Hill, NC
60 Ferguson Rd, Franklin, NC 28734 • 828 369-2804
Carrboro, NC

Work

Company:

Envestnet | tamarac
Oct 2011
Address:

Raleigh-Durham, North Carolina Area
Position:

Associate vice president - professional services

Education

Degree:

BA
School / High School:

University of North Carolina at Chapel Hill
2004 to 2008
Specialities:

Anthropology, Classical Archaeology

Skills

Portfoliocenter • Microsoft Excel • Tamarac Advisor • Management • Recruiting • Performance Management • Portfolio Management • Investments • Leadership • Coaching • Microsoft Office • Customer Service • Finance

Ranks

Certificate:

Finra Series 63 - Uniform Securities Agent Law (Inactive As of 10/20/2008)

Industries

Investment Management

Resumes

Director Of Operations

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Location:

Durham, NC

Industry:

Investment Management

Work:

Envestnet | Tamarac - Raleigh-Durham, North Carolina Area since Oct 2011
Associate Vice President - Professional Services
Schwab Performance Technologies - Raleigh-Durham, North Carolina Area Jul 2011 - Oct 2011
Portfolio Analyst
Schwab Performance Technologies - Raleigh-Durham, North Carolina Area Jul 2010 - Jul 2011
Technical Client Services Representative
Nourish International Dec 2008 - Jul 2009
International Projects Coordinator
Northwestern Mutual Jun 2008 - Sep 2008
Financial Representative

Education:

University of North Carolina at Chapel Hill 2004 - 2008
BA, Anthropology, Classical Archaeology

Skills:

Portfoliocenter
Microsoft Excel
Tamarac Advisor
Management
Recruiting
Performance Management
Portfolio Management
Investments
Leadership
Coaching
Microsoft Office
Customer Service
Finance

Certifications:

Finra Series 63 - Uniform Securities Agent Law (Inactive As of 10/20/2008)
Finra Series 6 - Investment Company Products/Variable Contracts Representative (Inactive As of 10/20/2008)
Finra Series 7 - General Securities Representative
Certified Financial Planner™