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Alan Shepard, CFA has extensive work experience in the financial industry. Alan began their career as a Trader at Cooper Neff in 1988 and later worked as a Trader at Rosenthal Collins Group from 1993 to 1995. From 1995 to 1997, Shepard worked as a Trader at Probability Based Trading, followed by a position as a Trader at Midwest Derivatives from 1998 to 2001. In 2002, Shepard transitioned to the role of Owner/General Manager at Homestyle Soft Furnishings until 2008. Alan then joined Madison Investment Advisors, where they held various roles including Vice President/Fixed Income Analyst and Vice President/Portfolio Manager, responsible for managing fixed income accounts and developing investment strategies. Shepard's role at Madison Investment Advisors also included credit research, analysis, and evaluation of mortgage backed securities.

Alan Shepard, CFA has an extensive educational background. Alan obtained a Master's in Business Administration (MBA) with a specialization in Applied Security Analysis from the Wisconsin School of Business, where they studied from 2009 to 2011. Prior to that, they completed their undergraduate studies at the University of Delaware, earning a Bachelor's degree in Economics and Finance between 1984 and 1988. Additionally, Shepard attended The London School of Economics and Political Science (LSE) for a year from 1986 to 1987, although the specific degree and field of study were not provided. Before entering higher education, Shepard graduated from Concord High School in 1984. Furthermore, they hold a certification as a Chartered Financial Analyst (CFA), although details about the institution and year of completion are not available.