Jay Shepherd
VP, Financial Consultant - Charles Schwab
- Role
- VP, Financial Consultant at Charles Schwab
- Location
- Roanoke, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jay Shepherd
Financial services industry leader with extensive experience leading teams focused on client service and building trust. Valued as an experienced professional development coach for investment consultants, financial advisors, and wealth consultants servicing all client segments from the Mass Affluent to the Ultra-High Net Worth.
Experience
VP, Financial Consultant
Jan 2025 — Present · Westlake, TX, US
Skills
- Sales Management
- Change Management
- Leadership
- Sales
- Sales Coaching
- Individual Development
- Organizational Behavior
- Communication Skills
- Risk Management
- Team Building
- Training
- Business Development
- Emotional Intelligence
- Business Coaching
- Financial Advisory
- Financial Services
- Investment Advisory
- Investment Strategies
- New Business Development
- Securities
- Strategy
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