Marc Shepherd Email & Phone Number
CEO and Financial Advisor
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Marc Shepherd Location
- Charlotte, NC, US
Marc Shepherd Work
- 2020 -now CEO and Financial Advisor @ Optima Financial Services, LLC
- 2019 -now Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor @
- 2014 -2019 Financial Services Professional @ MassMutual Carolinas
- 2013 -2014 Commercial Relationship Manager @
- 2010 -2013 Business Banking Team Leader @
Marc Shepherd Education
- University of Tennessee-Knoxville
Marc Shepherd Skills
- IRAs
- Annuities (Fixed & Variable)
- Asset Allocation Analysis
- Brokerage Accounts
- Business Continuation
- Buy-Sell Agreements
- Buy-Sell Review
- College Funding
- Deferred Compensation Plans
- Disability Income Insurance
- Estate Planning Strategies
- Executive Benefit Strategies
- Executive Bonus Plans
- Financial Needs Analysis
- Income Protection
- Informal Business Valuation
- IRAs (Traditional & Roth)
- Key Person Insurance
- Life Insurance (term, universal, whole)
- Long-Term Care Insurance
- Mutual Funds
- Retirement Planning
- Wealth Accumulation Strategies
- Ethics
- Financial Consultant
- Retirement Advisor
- Insurance Advisor
- Investment Analysis
- Personal Investment
- Strategic Financial Planning
- Credit Analysis
- Commercial Mortgages
- Banking
- Strategic Financial
- Retail Banking
- Credit Risk
- Credit
- Lines of Credit
- Consumer Lending
- Treasury Management
- Business Operations
- Small Business Lending
- Loans
- Financial Services
- Commercial Lending
- Commercial Banking
Marc Shepherd Summary
- Marc Shepherd, based in Charlotte, NC, US, is currently a CEO and Financial Advisor at Optima Financial Services, LLC. Marc Shepherd brings experience from previous roles at Principal Financial Group, MassMutual Carolinas and SunTrust. Marc Shepherd holds a University of Tennessee-Knoxville. With a robust skill set that includes IRAs, Annuities (Fixed & Variable), Asset Allocation Analysis, Brokerage Accounts, Business Continuation and more. Marc Shepherd has 1 emails and 3 mobile phone numbers on RocketReach.
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