Jason Sheppard
IRA Specialist at NuView Trust Company- Claim this Profile
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Topline Score
Bio
Mark Bishop
The decisive decisions made by Jason number in the thousands while we worked together. Overall, each of his decisions were not only correct over time but also executed to benefit those who he served. This included his employees, his customers and his own moral compass. Jason is a true asset to any organization that is looking service their clients with exponential experience and true leadership.
Mark Bishop
The decisive decisions made by Jason number in the thousands while we worked together. Overall, each of his decisions were not only correct over time but also executed to benefit those who he served. This included his employees, his customers and his own moral compass. Jason is a true asset to any organization that is looking service their clients with exponential experience and true leadership.
Mark Bishop
The decisive decisions made by Jason number in the thousands while we worked together. Overall, each of his decisions were not only correct over time but also executed to benefit those who he served. This included his employees, his customers and his own moral compass. Jason is a true asset to any organization that is looking service their clients with exponential experience and true leadership.
Mark Bishop
The decisive decisions made by Jason number in the thousands while we worked together. Overall, each of his decisions were not only correct over time but also executed to benefit those who he served. This included his employees, his customers and his own moral compass. Jason is a true asset to any organization that is looking service their clients with exponential experience and true leadership.
Experience
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NuView Trust Company
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United States
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Financial Services
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1 - 100 Employee
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IRA Specialist
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Apr 2023 - Present
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Franchise Sales Consultant
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Aug 2020 - Feb 2023
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DriveTime
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United States
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Retail
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700 & Above Employee
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General Manager
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Jul 2015 - Aug 2020
Responsible for all of the departments within the dealership. Daily work with Assistant Directors and Directors of Sales to drive Company initiatives. Works closely with sales managers to strategize how they will achieve profitability and sales goals and create individualized development plans for the sales team to help them grow. Work closely with internal departments and external vendors to ensure inventory levels stay high without sacrificing quality.
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Sales Manager
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Jan 2014 - Jun 2015
In charge of all aspects of the sales floor including, but not limited to, driving sales, underwriting loans, continuously training the team, and interviewing new team members. Was asked to open a new store in a new market in Tyler, TX in July 2014. While there I was in charge of building and training a new staff. Based on the success of that store, I was selected to undergo DriveTime’s Accelerated Leadership Program and upon completion I was promoted to General Manager of that location.
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Sr. Sales Advisor
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May 2013 - Jan 2014
Trained to be able to drop into any department and fill in when needed. Assisted the Sales Manager to drive sales and underwrite loans. Assisted the operations team with registration and cash handling. Worked with the inventory team to organize the inventory and ensured proper levels were maintained. Promoted To Sales Manager
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Sales Advisor
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Nov 2011 - Apr 2013
Worked a book of business that included creating new customers as well as maintaining a relationship with existing customers to create referral business and repeat customers. Promoted to Senior Sales Advisor
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Server
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May 2005 - Sep 2011
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Education
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2004 - 2009
Florida State University
Bachelor of Science (B.S.), Criminology
Community
