Ceo/Financial Advisor
Current
Sep 2020 - Present
AeroLeads people directory · profile
Marc Shepherd, Crpc® Email & Phone Number
CEO/Financial Advisor at Optima Financial Services
at
Optima Financial Services
1 work email found
@principal.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO/Financial Advisor at Optima Financial Services
Location
Charlotte, North Carolina, United States
Who is Marc Shepherd, Crpc®? Overview
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Quick answer
Marc Shepherd, Crpc® is listed as CEO/Financial Advisor at Optima Financial Services at Optima Financial Services, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Marc Shepherd, Crpc®.
Marc Shepherd, Crpc® previously worked as CEO/Financial Advisor at Optima Financial Services and Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group. Marc Shepherd, Crpc® holds Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services from University Of Tennessee, Knoxville.
Company email context
Email format at Optima Financial Services
This section adds company-level context without repeating Marc Shepherd, Crpc®'s masked contact details.
*@principal.com
68% confidence
AeroLeads found 1 current-domain work email signal for Marc Shepherd, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Marc Shepherd, Crpc®
Putting together a plan to help meet your financial objective doesn’t have to be a chore. I can help you discover how to take greater control of your financial future and develop personal and business strategies to help achieve your goals—whatever they may be.1198903-122022406sy Marc A. Shepherd is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed
Listed skills include Commercial Lending, Credit, Retail Banking, Small Business Lending, and 11 others.
Current workplace
Marc Shepherd, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Marc Shepherd, Crpc® work experience
A career timeline built from the work history available for this profile.
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
CurrentInsurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392..
Jun 2019 - Present
Financial Services Professional
Massmutual Carolinas
Dec 2014 - May 2019
Commercial Relationship Manager
May 2013 - Oct 2014
Business Banking Team Leader
May 2010 - May 2013
1 education record
Marc Shepherd, Crpc® education
-
University Of Tennessee, Knoxville
FAQ
Frequently asked questions about Marc Shepherd, Crpc®
Quick answers generated from the profile data available on this page.
What company does Marc Shepherd, Crpc® work for?
Marc Shepherd, Crpc® works for Optima Financial Services.
What is Marc Shepherd, Crpc®'s role at Optima Financial Services?
Marc Shepherd, Crpc® is listed as CEO/Financial Advisor at Optima Financial Services at Optima Financial Services.
What is Marc Shepherd, Crpc®'s email address?
AeroLeads has found 1 work email signal at @principal.com for Marc Shepherd, Crpc® at Optima Financial Services.
Where is Marc Shepherd, Crpc® based?
Marc Shepherd, Crpc® is based in Charlotte, North Carolina, United States while working with Optima Financial Services.
What companies has Marc Shepherd, Crpc® worked for?
Marc Shepherd, Crpc® has worked for Optima Financial Services, Principal Financial Group, Massmutual Carolinas, and Suntrust.
How can I contact Marc Shepherd, Crpc®?
You can use AeroLeads to view verified contact signals for Marc Shepherd, Crpc® at Optima Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Marc Shepherd, Crpc® attend?
Marc Shepherd, Crpc® holds Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services from University Of Tennessee, Knoxville.
What skills is Marc Shepherd, Crpc® known for?
Marc Shepherd, Crpc® is listed with skills including Commercial Lending, Credit, Retail Banking, Small Business Lending, Commercial Banking, Credit Risk, Banking, and Loans.
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