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Greg Sheppard

Dealer Services Back Office @MFS Investment Management

Danvers, MA, US
EMAILS
g••••••••@mfs.com
MOBILE NUMBERS
+16•••••••53

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WORK HISTORY

Jun 2021 — Present

Dealer Services Back Office @MFS Investment Management

Boston, MA, US

EDUCATION

1992 — 1995

Cape Cod Community College

Associates Degree, Hotel and Restaurant Management

SKILLS

Middle OfficeFinancial AnalysisClient ServicesTradingCustomer ServiceInvestment ManagementLeadershipFinancial ServicesCrmFund AccountingMicrosoft ExcelSecuritiesMutual FundsBack OfficeDtcManage Client RelationshipsEquitiesAccount ReconciliationSettlementTransfer AgencyInvestmentsBuilding RelationshipsFixed IncomeAsset ManagementAlternative InvestmentsBloombergPortfolio ManagementFinance

ABOUT GREG SHEPPARD

Experienced professional with twenty-seven years in financial services, entertainment and manufacturing industries • Provide superior customer service• Create and maintain strong relationships with internal and external clients• Outgoing personality• Strive for continued excellence• Strong communication skills• Self-starter• Eager to learn new things

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