Clara Shephard Email & Phone Number
CWS Manager @ F2 Strategy
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Clara Shephard Location
- United States
Clara Shephard Work
- CWS Manager @ (November 2024 - Present)
- Consulting Custom Engineer @ MD Solutions (February 2012 - Present)
- Consultant @ Summit Wealth Management Inc (October 2009 - December 2010)
- Data Manager @ (September 2007 - February 2009)
Clara Shephard Education
- Commonwealth University-Mansfield
Accounting
2004-2007
Clara Shephard Skills
- Axys
- Portfolio Recon
- Fixed Income
- Financial Planning
- Portfolio Management
- Investments
- Business Solutions
- Business Analysis
- Equities
- Customized Solutions
- Coding Reports
- Asset Management
- Customer Service
- Replang Coding
- Data Conversion
- Apx
- Portfolio Diversification
- Report Preparation
- Management
- Custom Engineering
- Performance Updating
- Security Information
- Securities
Clara Shephard Summary
- Clara Shephard, based in United States, is currently a CWS Manager at F2 Strategy. Clara Shephard brings experience from previous roles at MD Solutions, Summit Wealth Management Inc and Valicenti Advisory Services. Clara Shephard holds a 2004 - 2007 Accounting @ Commonwealth University-Mansfield. With a robust skill set that includes Axys, Portfolio Recon, Fixed Income, Financial Planning, Portfolio Management and more. Clara Shephard has 1 emails and 2 mobile phone numbers on RocketReach.
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