Rachel Shepard Email & Phone Number
Director of Strategic Intergration for Chief Investment Office @ Equitable
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Rachel Shepard Location
- Charlotte, NC, US
Rachel Shepard Work
- 2025 - now Director of Strategic Intergration for Chief Investment Office @
- 2024 - now Strategic and Operations Lead for Chief Investment Office @
- 2020 - 2024 Senior Manager SOX and MAR Financial Controls @
- 2019 - 2020 Senior Consultant COSO Remediation @
- 2018 - 2019 Senior SOX Compliance and Controls Advisor @
- 2016 - 2018 Accounting Supervisor @
- 2013 - 2016 Lead Investment Accountant and Senior Investment Auditor @
- 2012 - 2013 Senior Accountant @
- 2011 - 2012 Commercial Finance - ABL Asst Ops Mgr, AVP @
- 2007 - 2011 Senior Internal Auditor, AVP @
- 2007 - 2007 Leadership Development Program @
Rachel Shepard Education
- Virginia Polytechnic Institute and State University and University of North Carolina at Greensboro
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance (FIRE Degree Program; Finance, Insurance, and Real Est
Rachel Shepard Skills
- Commercial Finance
- Finance
- Microsoft Office
- Variance Analysis
- Financial Reporting
- Hyperion Enterprise
- Sarbanes-Oxley Act
- General Ledger
- Account Reconciliation
- GAAP
- Internal Controls
- Financial Statements
- Managerial Finance
- Financial Analysis
- Cost Accounting
- Revenue Recognition
- Cash Flow
- Essbase
- Accruals
- Auditing
- Sarbanes Oxley Act
Rachel Shepard Summary
- Rachel Shepard, based in Charlotte, NC, US, is currently a Director of Strategic Intergration for Chief Investment Office at Equitable. Rachel Shepard brings experience from previous roles at Equitable, Wells Fargo and Brighthouse Financial. Rachel Shepard holds a Bachelor of Applied Science (B.A.Sc.), Accounting and Finance (FIRE Degree Program; Finance, Insurance, and Real Est @ Virginia Polytechnic Institute and State University and University of North Carolina at Greensboro. With a robust skill set that includes Commercial Finance, Finance, Microsoft Office, Variance Analysis, Financial Reporting and more. Rachel Shepard has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Equitable Employees
Jeffrey Hurd
Chief Operating Officer
New York, NY, US
Samuel Schwartz
Managing Director, Head of Tax
New York, NY, US
Daniel Morelli
Chief Financial Officer - Wealth Management
New York, NY, US
Mark Pearson
CEO and President
New York, NY, US
Jessica Baehr
President, Equitable Investment Management, LLC
New York, NY, US
Nick Lane
President
United States
Julia Zhang
Chief Risk Officer of Equitable Holdings
New York, NY, US
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