Kathy Shepard Email & Phone Number
Agency Supervisory Officer at Coastal Wealth @ Coastal Wealth
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Kathy Shepard Location
- Florida, United States
Kathy Shepard Work
- Agency Supervisory Officer at Coastal Wealth @ (February 2013 - Present)
- Director of Operations and Associate Supervisory Officer @ Financial Design Associates (February 2013 - February 2020)
- Director of Operations and Agency Supervisory Officer at MassMutual Southeast Coast @ (February 2013 - February 2020)
- Area Operations Manager @ (November 1999 - October 2012)
- Administrative Assistant @ (October 1994 - November 1999)
- Accounting Assistant @ Alliance Mortgage Company (August 1992 - October 1994)
- Incentive and Sales Coordinator @ Bureau of Business Practice (April 1990 - May 1992)
Kathy Shepard Education
- Frostburg State University 1988-1990
Kathy Shepard Skills
- Series 7
- Fixed Income
- FINRA
- Series 24
- Banking
- Team Building
Kathy Shepard Summary
- Kathy Shepard, based in Florida, United States, is currently a Agency Supervisory Officer at Coastal Wealth at Coastal Wealth. Kathy Shepard brings experience from previous roles at Financial Design Associates, MassMutual, SunTrust Investment Services and SunTrust Bank. Kathy Shepard holds a 1988 - 1990 Frostburg State University. With a robust skill set that includes Series 7, Fixed Income, FINRA, Series 24, Banking and more. Kathy Shepard has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Coastal Wealth Employees
Zachary Mann
Managing Director
Miami, FL, US
Randy Weinstein
Brokerage Director
Florida, United States
Luis Hernandez
Partner
Florida, United States
Darrell McNeal
Financial Services Representative
Atlanta, GA, US
Melissa Aguilar
Director of Recruiting
Fort Lauderdale, FL, US
James Bonilla
Executive Vice President
Fort Lauderdale, FL, US
Roger Dominey
Executive Vice President
Jacksonville, FL, US
Roy Perez
Senior Vice President at Coastal Wealth a MassMutual Firm
Florida, United States
John Hitchcock
Agency Brokerage Director
Fort Lauderdale, FL, US
Stephanie Mualim
Head of Recruiting
Miami, FL, US
Lawrence Holzberg
Brokerage Director
Boynton Beach, FL, US
Suzanne Grover
Vice President Underwriting and New Business
Cedar Park, TX, US
Reed Willett
Vice President - Planning Solutions Group and Investment Specialist
Fort Lauderdale, FL, US
Kristin Dorm
Head of Advisor Growth and Enablement
Boca Raton, FL, US
Tom Hippler
Executive Vice President
Nashville, TN, US
Lester Hamrick
Managing Partner
Tallahassee, FL, US
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