LeadIQ logo
Learn more at LeadIQ.com
Shepherd Financial, LLC logo

Shepherd Financial, LLC Employee Directory

Financial ServicesIndiana, United States51-200 Employees

Shepherd Financial, LLC has about 57 employees, all of them in North America. Banking and Consulting make up over half of the profiles with a known department. Shepherd Financial, LLC's workforce spans 5 departments.

Find Shepherd Financial, LLC employees' phone numbers or email addresses

Shepherd Financial, LLC Global Highlights

Location
Employees

North America
59

Minus sign iconPlus sign icon
  • United States Of America
    59

Shepherd Financial, LLC's Leadership

  • Retirement Plan Business Leader And Partner at Shepherd Financial, LLC
    D. D.
    Retirement Plan Business Leader And Partner
    Mobile Phone
  • Director - Retirement Plan Services at Shepherd Financial, LLC
    L. H.
    Director - Retirement Plan Services
    Mobile Phone
  • Client Relationship Consultant at Shepherd Financial, LLC
    N. P.
    Client Relationship Consultant
    Mobile Phone
  • Wealth Advisor, Aif at Shepherd Financial, LLC
    A. M.
    Wealth Advisor, Aif
    Mobile Phone
  • Finance Intern at Shepherd Financial, LLC
    B. G.
    Finance Intern
    Mobile Phone
  • Wealth Advisor at Shepherd Financial, LLC
    C. G. S.
    Wealth Advisor
    Mobile Phone
  • Client Relationship Consultant at Shepherd Financial, LLC
    D. C.
    Client Relationship Consultant
    Mobile Phone
  • Media Development Specialist at Shepherd Financial, LLC
    S. M.
    Media Development Specialist
    Mobile Phone

Shepherd Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Finance
  • Other
  • Consulting
  • Community & Social Services

Banking is the largest department at 50% of profiles with a known department, followed by Consulting (24%) and Business (12%).

Contact profiles from Shepherd Financial, LLC

Name
Title
Contact
Location
Last Update
  • Retirement Plan Business Leader And Partner at Shepherd Financial, LLC
    D. D.
    Retirement Plan Business Leader And Partner
    Mobile Phone
    Jul 31, 2026
  • Director - Retirement Plan Services at Shepherd Financial, LLC
    L. H.
    Director - Retirement Plan Services
    Mobile Phone
    Oct 17, 2024
  • Client Relationship Consultant at Shepherd Financial, LLC
    N. P.
    Client Relationship Consultant
    Mobile Phone
    Jul 31, 2026
  • Wealth Advisor, Aif at Shepherd Financial, LLC
    A. M.
    Wealth Advisor, Aif
    Mobile Phone
    May 19, 2025
  • Finance Intern at Shepherd Financial, LLC
    B. G.
    Finance Intern
    Mobile Phone
    Jul 08, 2024
  • Wealth Advisor at Shepherd Financial, LLC
    C. G. S.
    Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Client Relationship Consultant at Shepherd Financial, LLC
    D. C.
    Client Relationship Consultant
    Mobile Phone
    Oct 23, 2024
  • Media Development Specialist at Shepherd Financial, LLC
    S. M.
    Media Development Specialist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Shepherd Financial, LLC?

Minus sign iconPlus sign iconBanking is the largest department at 50% of profiles with a known department, followed by Consulting (24%) and Business (12%). Shepherd Financial, LLC's workforce spans 5 departments.

How many employees does Shepherd Financial, LLC have currently?

Minus sign iconPlus sign iconShepherd Financial, LLC has approximately 57 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Shepherd Financial, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Shepherd Financial, LLC's key employees include:

  • Retirement Plan Business Leader And Partner: D. D.
  • Director - Retirement Plan Services: L. H.
  • Client Relationship Consultant: N. P.
  • Wealth Advisor, Aif: A. M.
  • Finance Intern: B. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Shepherd Financial, LLC's most common email format?

Minus sign iconPlus sign iconShepherd Financial, LLC employees' email format typically follows the pattern of FLast@shepherdfin.com. Trying to find reliable and up-to-date employee contact data? Find more Shepherd Financial, LLC email formats with LeadIQ.

What is Shepherd Financial, LLC known for?

Minus sign iconPlus sign iconShepherd Financial, LLC was founded in 2015 and operates in the Financial Services industry. Explore Shepherd Financial, LLC's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.