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Teri Shepherd
Teri Shepherd
President | Carson Group
Omaha, Nebraska, United States
Teri Shepherd
Summary
Teri Shepherd is an accomplished leader in the financial services industry, currently serving as the President of Carson Group, a prominent firm specializing in wealth management. With a strong background in accounting and finance, she has played a pivotal role in scaling operations and enhancing the firm's service offerings to high-net-worth clients across the United States. Teri's leadership is marked by her commitment to empowering financial advisors through innovative coaching and partnership solutions, enabling them to thrive in a competitive landscape. She has been recognized multiple times for her contributions to the industry, including being named a finalist for Women In Wealth Advocate Of The Year. Teri's strategic vision and operational expertise have significantly contributed to Carson's growth, which currently manages over $28 billion in assets. Her educational foundation in Business Administration with a specialization in Accounting from the University of Nebraska at Kearney further underscores her qualifications. Outside of her professional endeavors, Teri is passionate about fostering community and collaboration among financial professionals.
Teri Shepherd
Work Experience
President at
Carson Group
May 2012 - Present
Corporate Controller at
Transgenomic
November 2010 - June 2012
Senior Accountant at
Qa3 Financial
December 2000 - January 2010
Executive Vice President, Chief Operations Officer, & Chief Financial Officer at
Qa3 Financial
December 2000 - January 2010
Chief Financial Officer, Director of Business Development at
Qa3 Financial
December 2000 - January 2010
Staff Accountant at
Lutz
September 1998 - December 2000
Teri Shepherd
Education
University of Nebraska at Kearney, Bs
January 1995 - January 1999
Frequently Asked Questions about Teri Shepherd
What is Teri Shepherd email address?
Teri Shepherd's primary email address is *********@carsongroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Teri Shepherd work for?
Teri Shepherd is a President at Carson Group, a company specializing in Functions related to depository banking.
Where Teri Shepherd graduated from?
Teri Shepherd holds a degree in Business Administration-Accounting from University of Nebraska at Kearney.
How can I directly contact Teri Shepherd?
To contact Teri Shepherd directly, you can use the email address *********@carsongroup.com. Complete contact information is available upon registration with Muraena.
Who is Teri Shepherd?
Teri Shepherd is an accomplished leader in the financial services industry, currently serving as the President of Carson Group, a prominent firm specializing in wealth management. With a strong background in accounting and finance, she has played a pivotal role in scaling operations and enhancing the firm's service offerings to high-net-worth clients across the United States. Teri's leadership is marked by her commitment to empowering financial advisors through innovative coaching and partnership solutions, enabling them to thrive in a competitive landscape. She has been recognized multiple times for her contributions to the industry, including being named a finalist for Women In Wealth Advocate Of The Year. Teri's strategic vision and operational expertise have significantly contributed to Carson's growth, which currently manages over $28 billion in assets. Her educational foundation in Business Administration with a specialization in Accounting from the University of Nebraska at Kearney further underscores her qualifications. Outside of her professional endeavors, Teri is passionate about fostering community and collaboration among financial professionals.
Teri`s contact details
*********@carsongroup.com
*****@myofficegurus.com
*********@carsonwealth.com
Colleagues
Vice President, Global Macro Strategist
Vice President, Global Macro Strategist
Vice President, Asset Allocation Strategist
Associate Vice President, Business Development
Vice President Mergers Acquisition
Vice President, Investment Strategist
Vice President of Business Development
Vice President Mergers and Acquisitions
Vice President, Data & Analytics
Senior Vice President, Integrated Marketing