William Shepherd

William Shepherd has a diverse work experience. William started their career as a Credit Manager at Wells Fargo Financial in 2009. William then moved on to work as a Treasury Markets Associate and later as a Central Bank Operations Analyst at the Federal Reserve Bank of New York from 2010 to 2018. In 2018, they became an Investment Operations Manager at CHERRY BEKAERT WEALTH MANAGEMENT LLC, where they worked until 2022. Currently, they hold the role of Director, Technology Platform at Choreo since 2023.

William Shepherd earned a Master of Business Administration (M.B.A.) with a concentration in Finance, General from the Quinlan School of Business at Loyola University Chicago between 2014 and 2016. William also holds a Bachelor's of Art in Accounting and Business/Economics, which they completed at Randolph-Macon College between 2005 and 2009. In addition, William briefly attended Macquarie University in 2008, where they focused on Finance, General.