Jason Sheppard

Jason Sheppard

Financial Advisor

Followers of Jason Sheppard1000 followers
location of Jason SheppardGreater Pittsburgh Region

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  • Timeline

  • About me

    Founder at Wimkin Social Media

  • Education

    • University of Pittsburgh

      2002 - 2005
      Business Administration and Management, General
    • Eastern Kentucky University

      -
      Paralegal Studies
    • Eastern Kentucky University

      2014 - 2015
      Paralegal Certificate Paralegal Studies
    • Eastern Kentucky University

      2013 - 2015
      Paralegal Certification Paralegal Studies

      Activities and Societies: Studying while working :) EKU - Georgetown

    • New York Film Academy

      2008 - 2009
      Associate of Arts (A.A.) Cinematography and Film/Video Production
  • Experience

    • Ameriprise Financial Services, Inc.

      Apr 2000 - May 2001
      Financial Advisor

      Obtaining series 6, 7, 66, 63 licenses / certifications, Life Accident and Health license. Fee based financial planning in which one made over 2500 phone dials and 100 pitches in a mandatory 64 hour work week.

    • Fidelity National Financial

      Apr 2001 - Feb 2004
      Closing Manager

      Responsible for the direct supervision of over 60 employees completing HUD-1 preparation, full escrow settlements and disbursements at a rate of over 2000 real estate closings per month.

    • Financial Dimensions

      Feb 2004 - Jan 2005
      Business Development Manager

      Responsible for starting the title and appraisal divisions, bonding, licensing, state incorporation, selecting operations software, recruiting and selling services.

    • Financial Services (Self Employed)

      Mar 2005 - Jan 2011
      CEO

      Owner of a groundbreaking vendor management firm licensed for title insurance in 35 + states, real estate escrow settlements, real estate appraisals, and mortgage lead generation. The company was started with less than $10,000.00 in costs and developed into a 17 employee, 100,000 + contractor firm with 3 offices offering nationwide services that generated over $7,000,000.00 + in revenue in my best year. Even though we were not a mortgage company, I generated on average, 3,000 - 6,000 mortgage application leads for our mortgage banking clients which in turn, brought business onto my platform. Show less

    • Unicor

      Jul 2012 - Nov 2015
      Accounts Payable Supervisor

      Reconciliations of large, six figure invoices for accounts payable as well as receivable from clients and vendors. Also, processed and balanced government million dollar credit card orders and payments. Responsible for all general ledger reconciliations and financial reporting.

    • Illegal Incarceration Group, LLP

      Mar 2016 - Jan 2018
      Founder and Sales Manager

      Networking and positioning our wrongful imprisonment advocacy with politicians, attorneys, county, state and federal judges and creating a nationwide network of low-cost attorneys to represent those wrongfully imprisoned, on appeals and post-conviction remedies.

    • Pittsburgh Criminal Law Group

      Feb 2018 - Jun 2019
      Paralegal, B.D.M.

      Responsible for trial assistance, legal research, audio / visual setup for trial exhibits, search engine optimization and several firm websites as well as marketing and radio / tv advertising.

    • Wright Road Productions

      Sept 2019 - now
      Development Officer

      www.wrightroadproductions.com - Coordination of film projects, television projects, script analysis, overall film budget analysis, film production, film direction.... There's really nothing we can't do at Wright Road Productions!!!

    • Allegheny Health Network

      Oct 2019 - Aug 2020
      Care Connect Operations

      Working daily with Allegheny Health Network patients, business analysts, physicians, clinical staff and executive administrators to provide the best overall patient experience for our patients and those our patients' conditions effect. Streamline appointment scheduling and clinical question protocol for over 2,300 physicians at over 200 locations in order to allow each provider to perform at their optimal levels of care.

    • DreamTeam Development, LLC

      Feb 2020 - now
      Founder

      Full service website and mobile application developers, SEO and marketing firm. www.dreamteamwebdesign.com

    • Wimkin Social Media

      Jul 2020 - now
      Founder

      Wimkin is a social media website and mobile application for Apple iOS and Android, availble in Apple and Google Play stores. Wimkin does not censor its users for anything but criminal activity and allows free speech with no fact checking. www.wimkin.com

    • Wendy Bell Radio Network

      Aug 2021 - now
      Development Officer
    • WIMKEDin

      Oct 2021 - now
      Founder
  • Licenses & Certifications

    • Life, Accident and Health

    • Series 6

    • Series 63

    • Series 66

    • Series 7

    • Title Producer License

      Various States
    • Certified Personal Trainer (NASM-CPT)

      National Academy of Sports Medicine (NASM)
    • Personal Trainer

      American Council on Exercise
  • Volunteer Experience

    • Fundraiser

      Issued by Cystic Fibrosis Foundation
      Cystic Fibrosis FoundationAssociated with Jason Sheppard