CEO and Founder
Dan Shepard Work
Dan Shepard Education
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1997 - 2001 BS in Agricultural EconomicsUniversity of Missouri-Columbia
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1999 - 1999 Summer Study AbroadCzech University of Life Sciences Prague
Dan Shepard Skills
Asset AllocationSales ManagementSmall BusinessRetirement SolutionsFinancial ServicesTerm Life InsuranceSeries 7Life InsuranceMutual FundsRetirement PlanningRisk ManagementSuccession PlanningMulti Generational PlanningRoth IRAWealthFinancial PlanningSecuritiesAsset Protection401kFinanceRetirement Income StrategiesLong Term CareInvestmentsWealth AccumulationWealth ManagementIntergenerational Wealth TransferRetirementWealth PreservationBusiness DevelopmentPublic SpeakingFamily PlanningFinancial AdvisoryFinancial AnalysisInsurance PlanningManagementQualified Retirement Plans
Dan Shepard Contact Information
Work email
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Phone
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What company does Dan Shepard work for?
Dan Shepard currently works at Oak Road Wealth Management.
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Dan Shepard's primary industry can often be inferred from their work experience and skills listed on this profile.
Where is Dan Shepard located?
Dan Shepard is based in or around Lee's Summit, MO, US.
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