Charles Sheppard Email & Phone Number
Co-Founder and CEO @ KlariFi Bookkeeping and Tax
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Charles Sheppard Location
- Orillia, ON, CA
Charles Sheppard Work
- Co-Founder and CEO @ (January 2024 - Present)
- Chief Product Officer and Chief Operating Officer @ (October 2020 - August 2023)
- President - Freight Factoring Division @ (March 2007 - October 2020)
- Finance and Administration Manager @ (April 2003 - November 2007)
Charles Sheppard Education
-
(Accounting)
2004-2014 - Memorial University of Newfoundland
(Commerce)
1990-1994
Charles Sheppard Skills
- Asset Based Lending
- Trade Finance
- Private Equity
- Credit Analysis
- Loans
- Finance
- Accounting
- Purchase Order Finance
- Investor Relations
- Financial Analysis
- Factoring
- Small Business
- Financial Accounting
- Mergers & Acquisitions
- Venture Capital
- Funding
- Start-ups
- Management Consulting
- Corporate Finance
- Leadership
- Business Intelligence (BI)
- Business Valuation
- Capital
- Cash Flow
- Cash Management
- Commercial Banking
- Commercial Finance
- Commercial Lending
- Commercial Mortgages
- Credit
- Credit Risk
- Customer Service
- Debt Restructuring
- Due Diligence
- Executive Management
- FinTech
- Financial Modeling
- Financial Risk
- Financial Services
- Financial Structuring
- Investments
- Leveraged Finance
- Lines Of Credit
- Mergers & Acquisitions
- Portfolio Management
- Project Finance
- Prophix One Intercompany Management
- Restructuring
- Small Business Lending
- Strategic Financial Planning
- Structured Finance
- Treasury Management
- Valuation
- Working Capital Management
Charles Sheppard Summary
- Charles Sheppard, based in Orillia, ON, CA, is currently a Co-Founder and CEO at KlariFi Bookkeeping and Tax. Charles Sheppard brings experience from previous roles at eCapital Corp. and Larway Transportation. Charles Sheppard holds a 2004 - 2014 . With a robust skill set that includes Asset Based Lending, Trade Finance, Private Equity, Credit Analysis, Loans and more. Charles Sheppard has 2 emails and 1 mobile phone numbers on RocketReach.
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