Graham Shepherd
Partner, Chief Operating Officer at Armor Investment Advisors
- Role
- Partner, Chief Operating Officer at Armor Investment Advisors, Llc
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Graham Shepherd
Innovative financial services operations and management professional with substantive experience in the Wealth Management software space. Focused on building strong collaborative & consultative relationships with clients and colleagues. Lifelong learner with a commended work ethic, passion for continuous growth, and drive to assist others by mentoring their success.
Experience
Partner, Chief Operating Officer
Armor Investment Advisors, Llc
Nov 2018 — Present · Raleigh-Durham, NC, US
Education
North Carolina State University
Certified Financial Planner Program
2018
The University of North Carolina at Chapel Hill
BA, Anthropology, Classical Archaeology
2004 — 2008
Skills
- Portfoliocenter
- Tamarac Advisor
- Microsoft Office
- Customer Service
- Coaching
- Leadership
- Finance
- Performance Management
- Recruiting
- Microsoft Excel
- Management
- Investments
- Portfolio Management
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