Karl Shepherd Email & Phone Number

Develop business for renewable energy in the Texas Solar & Battery market.

Created Private equity fund to create broadband focused fund in LaGonave, Haiti and other Caribbean countries to provide affordable consistent telecom. Fund was closed due to country risk and violence. Manage personal real estate portfolio of duplex rentals.Strategic advisor distributing mutual fund and insurance to help individuals become financially.

Birmingham, Alabama, US

• Full fiduciary and P&L responsibility for book of business which represented about 50 clients and 10-13 Billion dollars in Assets. Strategic advisors to the public, corporate, and non-profit mid-market institutions.
• Developed and implemented long-term strategic plans in alignment with the company's goals and objectives.
• Established and maintain relationships with key stakeholders, including clients, partners, and industry professionals.
• Provided regular reports and updates to the CEO or Board of Directors on the company's performance and progress towards goals.
• Managed and allocated resources effectively to optimize operational efficiency and achieve financial targets.
• Monitored industry trends, market conditions, and competitive landscape to identify potential opportunities or risks.

New York, NY, US

• Provided personalized retirement planning advice and guidance to clients, helping them make informed decisions about their retirement savings and investments.
• Evaluated existing retirement plans and recommend appropriate adjustments or alternatives to optimize clients' retirement savings and ensure their long-term financial security.
• Conducted thorough research on various retirement products, such as annuities, IRAs, and 401(k) plans, and assess their suitability for clients based on their unique circumstances.
• Assisted clients in navigating the transition from employment to retirement, addressing concerns related to Social Security benefits, healthcare expenses, and other retirement-related matters.
• Stay up-to-dated with current retirement planning regulations, tax laws, and investment strategies to provide accurate and relevant advice to clients.

New York, NY, US

• Conducted thorough financial assessments for clients, including reviewing income, assets, expenses, and debts, to gain a comprehensive understanding of their financial situation.
• Provided guidance on asset allocation, diversification, and investment strategies to optimize clients' investment performance and mitigate risk.
• Educated clients on various financial products and services, such as retirement plans, insurance policies, and tax-efficient investment strategies, and recommend suitable options based on their needs and objectives.
• Offered comprehensive advice on tax planning, including identifying potential deductions and credits, optimizing tax-efficient investments, and minimizing tax liabilities.
• Collaborated with other professionals, such as accountants and attorneys, to provide holistic financial solutions and address complex financial matters like estate planning and wealth transfer.

Frankfurt Am Main, Hessen, DE

• I managed Security Holder Relations (SHR) in North America and was responsible for twenty-two employees. Total assets five to Seven trillion dollars in various fixed income, unit investment trust, collective trust and.
• Monitored and forecasted cash flows to ensure efficient liquidity management.
• Developed risk mitigation strategies and implementing appropriate hedging activities.
• Monitored investment performance and providing regular reports to management.
• Prepared accurate and timely financial reports, including cash flow statements, balance sheets, and income statements.
• Evaluated and implemented treasury management systems to streamline operations.

Frankfurt Am Main, Hessen, DE

Received promotion and bonus through divestiture and acquisition of large subsidiary group. Exceeded defined performance goals for Trustee adminstrative, and paying agent duties. Negotiated with all major Wall Street brokerage operations to collect 58% of almost two million dollars in account receivables within first six months on the job and increased.

Charlotte, NC, US

• my primary responsibility was to manage and service a trillion dollar AUC portfolio during the transition of business from Seattle First National Bank in Seattle, WA to Bank of America in Las Vegas, Nevada.
• Provided expert guidance and strategic advice to clients, leveraging industry knowledge and experience to deliver value-added solutions.
• Conducted in-depth analysis and assessment of client's business operations, identifying opportunities for improvement and growth.
• Conducted research and stay updated on industry trends, emerging technologies, and best practices to continually enhance consulting methodologies.
• Delivered high-quality presentations and reports, effectively communicating complex ideas and recommendations to diverse audiences.

Bachelor’S Degree, Finance

Master Of Business Administration (M.B.A.), International Management (Banking)