Monday, February 25 | 5:00 PM - 6:00 PM | Mammel Hall - Auditorium
Join us at the next Maverick Investment Program meeting to hear from Carson Group's Chief Operating Officer, Teri Shepherd as she discusses the profession and industry insight.
As COO at Carson Group, Teri focuses on strategic planning and development, financial forecasting and analysis as well as continuous improvements to optimize the client experience. Teri leads the operations, technology, compliance and legal teams that oversee more than 95 advisor firm locations.
Teri was the first woman executive to join the Carson Group team. Prior to this, the company she was with comprised only 2% female advisors, and she made it her personal mission to increase that number for Carson Wealth. When Teri joined nearly five years ago, the number of female advisors stood at zero – it has since increased to 40%.