Shelley Ephraim

Shelley Ephraim is an established finance professional with extensive experience in executive services and trading. Currently serving as Co-Head of Executive Services Trading Desk at Equiniti since October 2013, Shelley executes Rule 144 trades and stock option exercises for corporate insiders while advising executives on the structuring of 10b5-1 trading plans. Prior roles include Equity Trader at Hold Brothers Capital, LLC, and Vice President of Institutional Sales/Business Development at Kaufman Brothers, known for specializing in Technology, Media, Telecom, Green Technology, and Healthcare. Shelley's early career included positions as a Financial Advisor at Morgan Stanley and a Financial Consultant at AXA, focusing on asset management and retirement planning. Education credentials encompass a BS in Education from St. Bonaventure University and ongoing studies for a CEP at Santa Clara University.