Marc Shepherd, Crpc®

Marc Shepherd, Crpc® Email and Phone Number

CEO/Financial Advisor at Optima Financial Services @ Optima Financial Services
Marc Shepherd, Crpc®'s Location
Charlotte, North Carolina, United States, United States
Marc Shepherd, Crpc®'s Contact Details

Marc Shepherd, Crpc® work email

Marc Shepherd, Crpc® personal email

n/a
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

Marc Shepherd, Crpc®'s Current Company Details
Optima Financial Services

Optima Financial Services

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CEO/Financial Advisor at Optima Financial Services
Marc Shepherd, Crpc® Work Experience Details
  • Optima Financial Services
    Ceo/Financial Advisor
    Optima Financial Services Sep 2020 - Present
    Charlotte, North Carolina, Us
    View
  • Principal Financial Group
    Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
    Principal Financial Group Jun 2019 - Present
    Des Moines, Iowa, Us
    Insurance 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.
    View
  • Massmutual Carolinas
    Financial Services Professional
    Massmutual Carolinas Dec 2014 - May 2019
  • Suntrust
    Commercial Relationship Manager
    Suntrust May 2013 - Oct 2014
    Charlotte, Nc, Us
    View
  • Suntrust
    Business Banking Team Leader
    Suntrust May 2010 - May 2013
    Charlotte, Nc, Us
    View

Marc Shepherd, Crpc® Skills

Commercial Lending Credit Retail Banking Small Business Lending Commercial Banking Credit Risk Banking Loans Credit Analysis Treasury Management Financial Services Consumer Lending Commercial Mortgages Lines Of Credit Strategic Financial Planning

Marc Shepherd, Crpc® Education Details

  • University Of Tennessee, Knoxville
    University Of Tennessee, Knoxville
    Finance 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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