Kevin "Michael" Shepherd
Lebanon,OH
Summary
Experienced investment advisory associate bringing expertise in portfolio trading and maintenance. Strong work ethic and excellent analytical skills with high attention to detail.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sr. Wealth Strategy Associate
UBS Financial Services Inc.
Cincinnati , OH
2018.06 - Current
- Key member of multi-billion dollar asset management advisory team.
- Direct involvement with over 125 client relationships. Responsibilities include annual financial planning and holding quarterly client reviews.
- Maintained and executed portfolio models for over 500 separately managed accounts using the UBS platform, Vestmark. Applied a rules-based methodology to ensure optimal investment of client assets through ETFs and individual securities.
- Led the implementation of innovative strategies to enhance portfolio diversification and manage risk effectively.
Registered Nurse, NICU
Cincinnati Children’s
Cincinnati , OH
2016.08 - 2018.06
- Identified potential high-risk situations for developing complications or adverse events in NICU patients.
- Provided education and support to families with newborns requiring intensive care.
- Collaborated with interdisciplinary team members to ensure optimal patient outcomes.
Registered Nurse, NICU
Dayton Children's
Dayton , OH
2014.01 - 2016.08
Education
Bachelor of Science - Nursing
Belmont University
Nashville, TN2013-12
Bachelor of Science - Chemistry
University of Notre Dame
Notre Dame, IN2012-05
Skills
- Financial Planning
- Portfolio Management
- Analytical Thinking
- Attention to Detail
- Problem-solving abilities
- Time Management
- Adaptability
- Teamwork and Collaboration
- Honest and Dependable
Certification
- Series 7 and 66
- CRPC, Chartered Retirement Planning Counselor
Timeline
Sr. Wealth Strategy Associate
UBS Financial Services Inc.
2018.06 - Current
Registered Nurse, NICU
Cincinnati Children’s
2016.08 - 2018.06
Registered Nurse, NICU
Dayton Children's
2014.01 - 2016.08
Bachelor of Science - Nursing
Belmont University
Bachelor of Science - Chemistry
University of Notre Dame
- Series 7 and 66
- CRPC, Chartered Retirement Planning Counselor
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