Terence Shepherd, Cmaa, Cpa, Mst
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Terence Shepherd, Cmaa, Cpa, Mst Email & Phone Number

Author - Partner at Citrin Cooperman at Citrin Cooperman
Location: Worcester, Massachusetts, United States 4 work roles 2 schools
1 work email found @rocg.com 4 phones found area 508 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email t****@rocg.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Author - Partner at Citrin Cooperman
Location
Worcester, Massachusetts, United States
Company size

Who is Terence Shepherd, Cmaa, Cpa, Mst? Overview

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Quick answer

Terence Shepherd, Cmaa, Cpa, Mst is listed as Author - Partner at Citrin Cooperman at Citrin Cooperman, a company with 1052 employees, based in Worcester, Massachusetts, United States. AeroLeads shows a work email signal at rocg.com, phone signal with area code 508, and a matched LinkedIn profile for Terence Shepherd, Cmaa, Cpa, Mst.

Terence Shepherd, Cmaa, Cpa, Mst previously worked as Partner at Citrin Cooperman and Volunteer Executive Director at Why Me & Sherry'S House. Terence Shepherd, Cmaa, Cpa, Mst holds Bs, Accounting from Bentley University.

Company email context

Email format at Citrin Cooperman

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*@rocg.com
68% confidence

AeroLeads found 1 current-domain work email signal for Terence Shepherd, Cmaa, Cpa, Mst. Compare company email patterns before reaching out.

Profile bio

About Terence Shepherd, Cmaa, Cpa, Mst

Terry Shepherd has advised small and medium-sized, family owned/closely held businesses for over 30 years. His particular business areas of expertise are in business exit and transition planning, building business value, increasing profitability, strategic planning, business development, customer service and team development.Specialties: In his business exit and transition consultation work he is a catalyst in guiding owners to define and uncover their personal values, goals and objectives, which then drive all business strategies and solutions to ensure their end-in-mind objectives are met. He is especially skilled in understanding the emotional attributes involved with transition, and has vast experience assisting family ownership transfer including high level estate planning strategies.

Listed skills include Small Business, Strategic Planning, Business Strategy, Strategy, and 26 others.

Current workplace

Terence Shepherd, Cmaa, Cpa, Mst's current company

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Citrin Cooperman
Citrin Cooperman
Author - Partner at Citrin Cooperman
new york, new york, united states
Employees
1052
AeroLeads page
4 roles

Terence Shepherd, Cmaa, Cpa, Mst work experience

A career timeline built from the work history available for this profile.

Partner

Current

Worcester, Massachusetts, United States

Jul 2024 - Present

Volunteer Executive Director

Current
Why Me & Sherry'S House

Greater Boston Area

The Why Me organization was conceived and created by 13-year-old Sherry Shepherd during her four year battle with cancer. She was the very first patient at the University of Massachusetts Medical Center when they first opened their pediatric oncology department. Sherry found many wonderful ways to lift the spirits of her fellow cancer patients as a means.

Jul 1985 - Present

Principal

Rocg | Business Consulting, Business Transition, And Exit Planning

Greater Boston Area

Terry was a Principal and founding member of ROCG, a boutique consulting firm specializing in exit and transition planning for privately owned enterprises.

May 2005 - Jul 2024
Team & coworkers

Colleagues at Citrin Cooperman

Other employees you can reach at citrincooperman.com. View company contacts for 1052 employees →

2 education records

Terence Shepherd, Cmaa, Cpa, Mst education

FAQ

Frequently asked questions about Terence Shepherd, Cmaa, Cpa, Mst

Quick answers generated from the profile data available on this page.

What company does Terence Shepherd, Cmaa, Cpa, Mst work for?

Terence Shepherd, Cmaa, Cpa, Mst works for Citrin Cooperman.

What is Terence Shepherd, Cmaa, Cpa, Mst's role at Citrin Cooperman?

Terence Shepherd, Cmaa, Cpa, Mst is listed as Author - Partner at Citrin Cooperman at Citrin Cooperman.

What is Terence Shepherd, Cmaa, Cpa, Mst's email address?

AeroLeads has found 1 work email signal at @rocg.com for Terence Shepherd, Cmaa, Cpa, Mst at Citrin Cooperman.

What is Terence Shepherd, Cmaa, Cpa, Mst's phone number?

AeroLeads has found 4 phone signal(s) with area code 508 for Terence Shepherd, Cmaa, Cpa, Mst at Citrin Cooperman.

Where is Terence Shepherd, Cmaa, Cpa, Mst based?

Terence Shepherd, Cmaa, Cpa, Mst is based in Worcester, Massachusetts, United States while working with Citrin Cooperman.

What companies has Terence Shepherd, Cmaa, Cpa, Mst worked for?

Terence Shepherd, Cmaa, Cpa, Mst has worked for Citrin Cooperman, Why Me & Sherry'S House, Rocg | Business Consulting, Business Transition, And Exit Planning, and Shepherd & Goldstein Llp.

Who are Terence Shepherd, Cmaa, Cpa, Mst's colleagues at Citrin Cooperman?

Terence Shepherd, Cmaa, Cpa, Mst's colleagues at Citrin Cooperman include Amy Kennedy, John Bryan, Michael Devito, Kathryn Boudin, and George Rosenfeld.

How can I contact Terence Shepherd, Cmaa, Cpa, Mst?

You can use AeroLeads to view verified contact signals for Terence Shepherd, Cmaa, Cpa, Mst at Citrin Cooperman, including work email, phone, and LinkedIn data when available.

What schools did Terence Shepherd, Cmaa, Cpa, Mst attend?

Terence Shepherd, Cmaa, Cpa, Mst holds Bs, Accounting from Bentley University.

What skills is Terence Shepherd, Cmaa, Cpa, Mst known for?

Terence Shepherd, Cmaa, Cpa, Mst is listed with skills including Small Business, Strategic Planning, Business Strategy, Strategy, Business Development, Management, Business Planning, and Management Consulting.

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