Stephen Alan Shepherd

Stephen Shepherd, Scottsdale AZ Agent

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Specialties:

Residential sales
Luxury homes

Work:

Homesmart
Scottsdale, AZ
(480)5020043 (Phone)
License #SA649981000

Client type:

Home Buyers
Home Sellers

Property type:

Single Family Home
Condo/Townhome

Stephen E Shepherd

President - Founder, Scottsdale Wealth Advisors, Llc

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Position:

President - Founder at Scottsdale Wealth Advisors, LLC

Location:

Phoenix, Arizona Area

Industry:

Financial Services

Work:

Scottsdale Wealth Advisors, LLC since Sep 2009
President - Founder
Oppenheimer & Co. Aug 2005 - Sep 2009
Vice President - Investments
Morgan Stanley Feb 1997 - Aug 2005
Vice President - Financial Advisor
Dean Witter Jul 1990 - Feb 1997
Vice President - Financial Advisor

Education:

College of Financial Planning 2013 - 2014
Maricopa Community Colleges
Sylvania Technical Institute
Graduate Computer Technology University of Massachusetts Dartmouth

Skills:

Wealth Manager
Portfolio Management
Securities
Management
Financial Advisory
Wealth
FINRA
Investments
Entrepreneurship
Strategic Financial Planning
Start-ups
Retirement Planning
Small Business
Wealth Management
Asset Management
Strategic Planning

Interests:

Family, Travel, Golf

Central Operations Associate

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Location:

Phoenix, AZ

Industry:

Financial Services

Work:

U.s. Bancorp Investments, Inc. Apr 2019 - Mar 2020
Vice President, Wealth Management Advisor
Nationwide Financial Jun 2018 - May 2019
Retirement Specialist
Lpl Financial Oct 2015 - Nov 2017
Financial Advisor
Scottsdale Wealth Advisors Sep 1, 2009 - Dec 1, 2014
Wealth Advisor - Founder
Oppenheimer & Co. Inc. Aug 1, 2005 - Sep 1, 2009
Vice President - Investments

Education:

Arizona School of Real Estate & Business 2013 - 2013
Arizona School of Real Estate and Business 2013 - 2013
Maricopa Community Colleges
College For Financial Planning
University of Massachusetts Dartmouth
College of Financial Planning
Wentworth Institute of Technology

Skills:

Wealth Management Services
Wealth Preservation
Retirement Planning
Real Estate License
Retirement Income Strategies
Iras
Finra

Interests:

Family
Golf
Travel

Certifications:

Series 7
Series 63
Series 3
Series 65
Life Insurance Producer
Variable Life and Variable Annuity Producer
Accident and Health Or Sickness Producer
Real Estate Salesperson
Financial Industry Regulatory Authority (Finra)
Arizona Department of Insurance, License 3169
Arizona Department of Real Estate, License Sa649981000
License 3169
License Sa649981000
Life, Variable Life, Annuity and Health Insurance Licence

Adjunct Faculty

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Location:

Atlanta, GA

Industry:

Higher Education

Work:

Cayuga Community College
Adjunct Faculty
Utica College Aug 23, 2018 - Dec 31, 2018
Adjunct Faculty
Onondaga Community College Aug 23, 2018 - Dec 31, 2018
Adjunct Faculty
Maximum Wine Liquors Aug 23, 2018 - Dec 31, 2018
Stock Clerk
The Daily Orange Aug 2017 - May 2018
Podcast Host and Producer

Education:

Syracuse University 2016 - 2021
Master of Science, Doctorates, Masters, Doctor of Philosophy, Forensic Science, Chemistry University of New Haven 2012 - 2016
Bachelors, Bachelor of Science, Forensic Science, Chemistry

Skills:

Leadership
Microsoft Office
Public Speaking
Social Media
Volunteering
Music
Research
Highly Dedicated
Forensic Chemistry
Chemistry
Learning Quickly
Communication
Radio Promotions
Promotions
Entertainment
Customer Service
Singing
Band
Peer Mentoring
Songwriting
Dedicated Professional
Eagle Scout
Proofreading
Academic Achievement
Strategy
Science
Essays
On Air Announcing
Brainstorm Facilitation
Work Ethic
Professional Ethics
Laboratory Skills
Positive Personality
Positive Employee Relations
Communication Skills
Marketing Strategy
Radio Host
Sound Editing
Presentations
Resilience
Theatre
Creative Strategy
Curriculum Design
Forensic Analysis
Meticulous
Professional Experience
Report Writing
Liasoning
Acting
Voice Acting
Adobe Audition
Science Communication
Social Media Marketing
Science Education
Podcasting
Performing Arts
Audacity

Interests:

Human Rights
Science and Technology
Arts and Culture

Languages:

English

Producer

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Location:

Atlanta, GA

Industry:

Entertainment

Work:

Www.stephenshepherd.org
Producer
Bacco Fine Wine Feb 2012 - May 2012
Wine Consultant
Newstar Productions Feb 2012 - May 2012
Producer and Director

Education:

Wickenburg High School 1985
Washington High School 1985

Skills:

Film
Entertainment
Film Production
Television
Acting
Social Networking
Public Relations
Video Production
Social Media
Public Speaking
Social Media Marketing
Marketing Strategy

Stephen Shepherd

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Industry:

Medical Practice

Work:

Stephen Shepherd

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Stephen Shepherd

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Stephen Shepherd

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Skills:

Adobe Creative Suite
Research
Microsoft Office
Photoshop
Graphic Design
Microsoft Word
Management