John Sheffield

Client Associate at Caprock

John Sheffield has a diverse background in finance and business management. With experience at companies such as Caprock, Cresset, and M&G Contractors, John has held roles such as Client Associate, Associate Director, Wealth Advisor, and Business Manager. John's duties have included managing client relationships, analyzing financial statements, and creating efficient purchasing processes. John's academic background includes a Bachelor's degree in Business Administration with a focus on Finance from the University of Georgia.

Links

Previous companies

UBS logo
Cresset Capital logo

Org chart

Timeline

  • Client Associate

    July, 2023 - present