Shepherd Wealth Group Employee Directory
Shepherd Wealth Group corporate office is located in 1 Byram Brook Pl Ste 101, Armonk, New York, 10504, United States and has 1-10 employees.
Highly Engaged Employeesshepherd wealth group
Employees by Department
Departments
Number of employees
Finance
5
C-Suite
3
Operations
2
Key Employees of Shepherd Wealth Group
Shepherd Wealth Group Global Presence
| Location | People at location |
| North America | 1-10 |
Index of contact profiles from Shepherd Wealth Group
- Director of Executive Affairs
- United States , New York , Armonk
- Partner & Chief Financial Officer
- United States , New York , Armonk
- Paraplanner Operations Associate
- United States , New York , Armonk
- Founder & Managing Partner
- United States , New York , Armonk
- Wealth Management Head
- United States , New York , Armonk
- Advanced Planning Consultant
- United States , New York , Armonk
- Consultant
- United States , New York , Armonk
- Advanced Planning Consultant
- United States , New York , Armonk
- Business and Underwriting
- United States , New York , Armonk
Former Employees at Shepherd Wealth Group
Explore people who held key positions, contributed to Shepherd Wealth Group's success, and advanced their careers.
Staff Accountant at Sally's Apizza
Worked as Client Relations Specialist & Consultant
at Shepherd Wealth Group (2023-2023)
Explore More
People from Similar Companies in the Finance Industry Located in New York, United States
Frequently Asked Questions Regarding Shepherd Wealth Group Employees
Shepherd Wealth Group is an advanced planning firm that specializes in tax-efficient strategies for self-employed individuals, business owners, and high to ultra-high net worth clients. The firm focuses on addressing significant tax challenges through services such as Advanced Qualified Plan Design, Seasoned Money Strategies & Exits, and Premium Fi... Read More
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