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Teri Shepherd

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Teri Shepherd

President | Carson Group

Omaha, Nebraska, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Teri Shepherd

Work Experience

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President at

Carson Group

May 2012 - Present

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Corporate Controller at

Transgenomic

November 2010 - June 2012

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Senior Accountant at

Qa3 Financial

December 2000 - January 2010

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Executive Vice President, Chief Operations Officer, & Chief Financial Officer at

Qa3 Financial

December 2000 - January 2010

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Chief Financial Officer, Director of Business Development at

Qa3 Financial

December 2000 - January 2010

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Staff Accountant at

Lutz

September 1998 - December 2000

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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

mail

*********@carsongroup.com

*****@myofficegurus.com

*********@carsonwealth.com

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