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
- 2013 -now Agency Supervisory Officer at Coastal Wealth @
- 2013 -2020 Director of Operations and Associate Supervisory Officer @ Financial Design Associates
- 2013 -2020 Director of Operations and Agency Supervisory Officer at MassMutual Southeast Coast @
- 1999 -2012 Area Operations Manager @
- 1994 -1999 Administrative Assistant @
- 1992 -1994 Accounting Assistant @ Alliance Mortgage Company
- 1990 -1992 Incentive and Sales Coordinator @ Bureau of Business Practice
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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