Carmen Shepherd has been working as a Accountant-Family Office Services at Seattle Bank since 2019. Moreover, Carmen Shepherd has on-the-job experience at more than five companies using similar skills. Carmen has a total work experience of ten+ years. Carmen Shepherd studied at the University of Phoenix from 2008 to 2009. This professional has the following certificates: Certified Public Accountant and License 35440. Currently this person lives in Puyallup, Washington region. Find Carmen Shepherd's actual e-mail and phone with our search.
Name variants:
Carmen Shepherd
Last updated Jul 06, 2024
Contact Information
Workplace
Accountant-Family Office Services
Seattle, WA
Industry
Banking, Commercial Bank Loan Broker
Colleagues
Work History
Accountant-Family Office Services
600 University St SUITE 1850, Seattle, WA 98101
from Jul 2019
Education
2008 — 2009
1999 — 2001
Occupations
Executive
Vice President
Advisor
Chief Executive
Skills
Investments
Financial Analysis
Portfolio Management
Financial Services
Wealth Management
Asset Management
Customer Service
Microsoft Excel
Microsoft Office
Financial Planning
Accounting
Financial Accounting
Marketing
Public Speaking
Event Planning
Market Research
Leadership
Budgets
Investment Management
Trusts
Estate Planning
Estate Tax Planning
Tax Planning
Foundations
Generally Accepted Accounting Principles
Non Profit Finance
Strategic Planning
Philanthropy
Family Partnerships
Finance
Financial Advisory
Asset Allocation
Project Management
Management
FAQs about Carmen Shepherd
What is the main profession of Carmen Shepherd?
Carmen Shepherd is a Accountant-Family Office Services.
What are the profession of The professional?
These person's professions are Executive and Vice President
Where does Carmen Shepherd live?
Puyallup, Washington is the place where Carmen Shepherd currently lives
Where did Carmen Shepherd work?
Carmen Shepherd worked at Seattle Bank, Tiedemann Advisors.
What education does Carmen Shepherd have?
Carmen studied at the University of Phoenix from 2008 to 2009.
Are there any professional certifications, that Carmen Shepherd has?
This expert received the following certifications: Certified Public Accountant and License 35440.
What is the industry that Carmen Shepherd worked in?
This professional works in Investment Management industry.
What are the skills of Carmen Shepherd?
Carmen Shepherd has skills in the following areas: Investments, Financial Analysis, Portfolio Management, Financial Services, Wealth Management, Asset Management, Customer Service, and Microsoft Excel.