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 @ Principal Financial Group
- 2014 - 2019 Financial Services Professional @ MassMutual Carolinas
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
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Marc Shepherd?
Find contact details for 700 million professionals.
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
