Mark Shepley

Mark Shepley has extensive work experience in various roles. Mark started their career in 2010 as a Childcare Leader at Crossroads Community Church. In 2011, they became a Student Manager at Xavier University's D'Artagnan Capital Fund, where they managed the university's endowment fund and conducted equity research. Mark also worked at Xavier University's IT Help Desk in 2012.

In 2013, Shepley joined Dentsply Sirona as a Compensation Analyst, specializing in compensation management. In 2014, they transitioned to Zacks Investment Research, where they initially worked as a Financial Data Quality Control Analyst. Mark then progressed to roles in product management and portfolio analytics, being involved in roadmapping, product specification creation, communication with developers, quality control, and assisting sales and account managers.

Currently, Shepley is the Vice President of Portfolio Product & Account Management at Zacks Investment Research, where they lead and assists in all aspects of their Portfolio Analysis suite of tools, including generating product ideas, maintaining communication with developers, assuring product implementations are working as intended, and providing sales assistance and outreach. Mark is also responsible for system integrations with third-party vendors.

Throughout their career, Shepley has demonstrated their expertise in Excel, Microsoft tools, product management, and financial analysis.

Mark Shepley attended Xavier University from 2009 to 2013, where they obtained a Bachelor of Science in Business Administration (BSBA) with a focus on Finance.