Marc Shepherd, Crpc® Email and Phone Number
Marc Shepherd, Crpc® work email
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Marc Shepherd, Crpc® personal email
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
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Ceo/Financial AdvisorOptima Financial Services Sep 2020 - PresentCharlotte, North Carolina, Us -
Senior Financial Representative, Principal Securities Registered Representative, Financial AdvisorPrincipal Financial Group Jun 2019 - PresentDes Moines, Iowa, UsInsurance 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. , Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Optima Financial Services is not an affiliate of any company of the Principal Financial Group. -
Financial Services ProfessionalMassmutual Carolinas Dec 2014 - May 2019
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Commercial Relationship ManagerSuntrust May 2013 - Oct 2014Charlotte, Nc, Us -
Business Banking Team LeaderSuntrust May 2010 - May 2013Charlotte, Nc, Us
Marc Shepherd, Crpc® Skills
Marc Shepherd, Crpc® Education Details
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University Of Tennessee, KnoxvilleFinance And Financial Management Services
Frequently Asked Questions about Marc Shepherd, Crpc®
What company does Marc Shepherd, Crpc® work for?
Marc Shepherd, Crpc® works for Optima Financial Services
What is Marc Shepherd, Crpc®'s role at the current company?
Marc Shepherd, Crpc®'s current role is CEO/Financial Advisor at Optima Financial Services.
What is Marc Shepherd, Crpc®'s email address?
Marc Shepherd, Crpc®'s email address is sh****@****pal.com
What schools did Marc Shepherd, Crpc® attend?
Marc Shepherd, Crpc® attended University Of Tennessee, Knoxville.
What skills is Marc Shepherd, Crpc® known for?
Marc Shepherd, Crpc® has skills like Commercial Lending, Credit, Retail Banking, Small Business Lending, Commercial Banking, Credit Risk, Banking, Loans, Credit Analysis, Treasury Management, Financial Services, Consumer Lending.
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