Susan Sheppard

Client Service Manager at RJ Schrift Private Asset Management

Susan Sheppard Email & Phone number

Engage via Phone

(***) ***-****

Susan Sheppard Current Workplace

Address

Corporate

Number of Employees

Susan Sheppard Work Experience Summary

Number of companies worked for

4

Average duration at a company (years)

5

Number of job titles

4

About Susan Sheppard

Susan Sheppard is a Client Service Manager at RJ Schrift Private Asset Management based in Belmont, North Carolina. Previously, Susan was an Office Manager at David Bowman Wealth Management & Retirement Consultants and also held positions at Novare Capital Management, Raymond James. Susan received a B. S. degree from Winthrop University.Explore more

Susan Sheppard Current Workplace

RJ Schrift Private Asset Management is a company that operates in the Investment Banking industry. It employs 5to9 people and has 1Mto5M of revenue. The company is headquartered in Belmont, North Carolina.

Susan Sheppard Work Experience & Education

Number of companies worked for

4

Average duration at a company (years)

5

Number of job titles

4
Work Experience

Work Experience

Office Administrator

Novare Capital Management

2010-2012

Executive Administrative Assistant & Manager, Operations

Raymond James

2003-2010

Education

Education

B. S. - Education with an emphasis in Counseling

Winthrop University

Org Chart - RJ Schrift Private Asset Management

PhoneEmail

Client Service Manager

PhoneEmail

PhoneEmail

PhoneEmail

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Frequently Asked Questions Regarding Susan Sheppard

What company does Susan Sheppard work for?
Susan Sheppard works for RJ Schrift Private Asset Management as Client Service Manager
What is Susan Sheppard’s role in RJ Schrift Private Asset Management?
Susan Sheppard’s role in RJ Schrift Private Asset Management is Client Service Manager
What is Susan Sheppard’s direct phone number?
Susan Sheppard’s direct phone number is (***) ***-****
What is Susan Sheppard’s work phone number?
Susan Sheppard’s headquarters phone number is (704) 461-8847
What is Susan Sheppard’s latest job experience?
Susan Sheppard’s latest job experience is Office Manager at David Bowman Wealth Management & Retirement Consultants
What is Susan Sheppard’s latest education?
Susan Sheppard’s latest education in B. S. - Education with an emphasis in Counseling at Winthrop University
Which industry does Susan Sheppard work in?
Susan Sheppard works in the industry of Finance General, Finance.
Who are Susan Sheppard’s peers at other companies?
Susan Sheppard’s peers at other companies are Shonta McClain, Kali Keifer, Ashley Stoll, Greta Verougstraete, Katie Angelbeck.
Who is Susan Sheppard?

Susan Sheppard is a Client Service Manager at RJ Schrift Private Asset Management based in Belmont, North Carolina. Previously, Susan was an Office Manager at David Bowman Wealth Management & Retirement Consultants and also held positions at Novare Capital Management, Raymond James. Susan received a B. S. degree from Winthrop University.... Read More

Where is Susan Sheppard based?
Susan Sheppard works for RJ Schrift Private Asset Management, located at United States
See more information about Susan Sheppard

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