CoverProfile

Cecilia Shepherd

Investment Advisor Representative and Investment Advisor

Navigation Wealth Management

United States, Colorado, Denver

About Me

Cece Shepherd, MSIB, MBA is an investment advisor representative at Navigation Wealth Management. She spent 8 years in education, teaching Spanish to high school students before studying a Master’s in International Business and a Master’s in Business Administration. Cece has managed international business development projects for U.S. companies opening new markets overseas and she now advises clients in their investment strategies.

Profile Information

Investment Advisor Representative and Investment Advisor

Navigation Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

Jan 10, 2025

Work Experience

Navigation Wealth Management

Investment Advisor
Apr 2018 - Present
Email: cece@navwm.com

Grease Monkey International, Inc.

International Business Development Contract
Dec 2014 - May 2015

More profiles to browse

Profile Photo
Myles O'Reilly
Senior Financial Advisor
NK
Nick Kemp
Investment Advisor Representative and Financial Advisor
Profile Photo
Jim Davies
Investment Advisor Representative and Advisor
Profile Photo
Chris Davies
Recruiter/ Investment Advisor Representative

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
JB
Joy Bunzel
Client Services
Sierra Investment Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation