Profile
Teri Sue Shepherd is currently the Director at Carson Group Holdings LLC.
She is also the Co-President at Carson Group, Inc. (New York) and the President at Carson Group, Inc. Ms. Shepherd previously worked as the Chief Operating Officer & Executive Vice President at QA3 Financial Corp.
from 2000 to 2010.
She completed her undergraduate degree at the University of Nebraska in 1999.
Teri Shepherd active positions
| Companies | Position | Start |
|---|---|---|
Carson Group, Inc.
 Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | President | - |
Carson Group Holdings LLC
 Carson Group Holdings LLC Investment ManagersFinance Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE. | Director/Board Member | - |
Carson Group, Inc. (New York)
 Carson Group, Inc. (New York) Investment ManagersFinance Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY. | President | 2012-04-30 |
Former positions of Teri Shepherd
| Companies | Position | End |
|---|---|---|
QA3 Financial Corp.
 QA3 Financial Corp. Investment Banks/BrokersFinance Founded in 1998, QA3 Financial Corp. is a broker/dealer located in Omaha, Nebraska. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | 2010-01-30 |
Training of Teri Shepherd
| University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
QA3 Financial Corp.
QA3 Financial Corp. Investment Banks/BrokersFinance Founded in 1998, QA3 Financial Corp. is a broker/dealer located in Omaha, Nebraska. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
Carson Group, Inc. (New York)
Carson Group, Inc. (New York) Investment ManagersFinance Carson Group provides financial information services. The firm specializes in global shareholder research and related advisory services. The company was foundedd by David M. Geliebter and is headquartered in New York, NY. | Finance |
Carson Group Holdings LLC
Carson Group Holdings LLC Investment ManagersFinance Carson Group Holdings LLC provides wealth management services to financial advisors and clients. The company was founded by Ronald Lloyd Carson, Jr. and is headquartered in Omaha, NE. | Finance |
Carson Group, Inc.
Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | Finance |
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