Rachel Shepard

Director Of Strategic Intergration For Chief Investment Office

Rachel Shepard, CFE, is a seasoned finance professional with extensive experience in financial controls and compliance. Currently a Senior Manager of SOX/MAR Financial Controls at Equitable since September 2020, Rachel previously held roles at Wells Fargo and Brighthouse Financial, focusing on COSO remediation and SOX compliance. Rachel's career spans various positions, including Senior Internal Auditor at Lincoln Financial Group and Accounting Supervisor at National General Insurance, where responsibilities included auditing, statutory filings, and financial analysis. With a degree from Virginia Polytechnic Institute and State University and the University of North Carolina at Greensboro, Rachel has developed a robust skill set in accounting and finance throughout a progressive career in the financial services industry.

Location

Charlotte, United States

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