Graham Shepherd

Graham Shepherd Work

Partner, Chief Operating Officer

@ Armor Investment Advisors, LLC

Director of Operations

@ Envestnet, Inc

Associate Vice President - Advisor Services

@ Envestnet, Inc

Graham Shepherd Education

2004 - 2008 BA in Anthropology, Classical Archaeology

University of North Carolina at Chapel Hill
Certified Financial Planner Program

North Carolina State University

Graham Shepherd Skills

SQLCustomer ServiceFinancial AdvisoryMicrosoft OfficeFinanceSocial MediaTamarac AdvisorPortfoliocenterMicrosoft ExcelLeadershipManagementAdvisoryRecruitingProject ManagementCoachingPerformance ManagementServicesInvestmentsPortfolio Management

Graham Shepherd Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Graham Shepherd currently works at Armor Investment Advisors, LLC as Graham Shepherd - Partner, Chief Operating Officer at Armor Investment Advisors.

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