Clara Shephard

Clara Shephard has a diverse range of work experience in the financial management industry. Clara started their career as a Data Manager at Valicenti Advisory Services, where they were responsible for daily processing, presenting monthly and quarterly presentations, and maintaining security information. Clara then worked as a Consultant at Summit Wealth Management Inc, focusing on data platform conversion using the Axys software system. Their most recent role was as a Consulting Custom Engineer at MD Solutions, where they provided customized consulting services for companies invested in Advent and other platforms. Their responsibilities included consulting, report coding, daily processing, and portfolio recon.

Clara Shephard attended Mansfield University of Pennsylvania from 2004 to 2007 where they pursued a degree in Accounting. No specific field of study is mentioned.