Mike Sheppard
- Role
- Financial Advisor at Edward Jones
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Mike Sheppard
Helping Individuals, Families & Business Owners Build and Protect Their Financial Future…
Experience
Financial Advisor
Jan 2018 — Present
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
Skills
- Team Building
- Customer Service
- Sales
- Automobile
- Online Advertising
- Customer Retention
- Vehicles
- Email Marketing
- Reynolds & Reynolds
- Estate Considerations
- Negotiation
- Social Media
- Data Mining
- Statistical Data Analysis
- Contract Negotiation
- Crm
- Sales Process
- Bmc Remedy
- B2b
- Profit
- Futures Trading
- Business Development
- Customer Satisfaction
- Equity Trading
- Risk Assessment
- Lead Generation
- New Business Development
- Marketing Strategy
- Microsoft Word
- Marketing
- Sales Management
- Financial Strategy
- Wealth Preservation Strategies
- Wealth Strategies
- Account Management
- Salesforce.com
- Automotive
- Financial Reporting
- E-Commerce
- Microsoft Excel
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