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David Shepard

Senior Consultant at Asset Strategy

  • LinkedIn

DAVID SHEPARD has been a Financial Consultant for over 28 years. He is a Registered Investment Advisor with Asset Strategy Consultants - Boston. David has an extensive knowledge of the 4...

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ASSET STRATEGY

ASSET STRATEGY

  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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Employees

Kristin Bertoline

Operations Manager & Communications Specialist

Veronica Martins

Digital Marketing Specialist

William Oneill

Business Operations Manager - Retirement, 1031s/Dsts

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