Marc Shepard
Summary
Hardworking and passionate job seeker with strong organizational skills eager to grow my career in the financial industry. Ready to help team achieve company goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Registered Representative
Joseph Gunnar & Co. LLC
03.2025 - Current
- Maintained strict compliance with industry regulations and company policies, ensuring a consistently professional approach to all aspects of the role.
- Educated prospective clients about the benefits of working with a Registered Representative, converting leads into loyal customers over time.
- Participated in ongoing professional development opportunities to maintain licensure and continually improve financial expertise.
- Constantly communicating with other members of the sales team to improve team efficiency.
Aquatics Technician
Memorial Sloan Kettering Cancer Center
03.2019 - 10.2024
- Provided husbandry and operations to the Zebrafish at Memorial Sloan Kettering Cancer Center and Weill Cornell Medicine aquatic facilities
- Maintained a safe work environment by strictly adhering to established safety protocols and guidelines
- Performed troubleshooting and diagnosis on malfunctioning equipment
- Completed complex repairs quickly by leveraging strong diagnostic skills and attention to detail
Crew Member
Howard EcoWorks Inc.
11.2018 - 03.2019
- Constructed/maintained rain gardens and conservation landscapes for a sustainable environment
- Participated in reforestation plantings and bioretention of George Howard Building in Maryland
- Operated land surveying instruments such as an optical level with stadia rod for collection of accurate elevation data
Education
Bachelor of Science - Marine Science
Coastal Carolina University
Conway, SC12-2016
Skills
- Market research proficiency
- Sales development
- Conflict resolution
- Strong analytical skills
- Proficient in Excel
- Financial services
- Efficient communicator
- Detail Oriented
Certification
- NY Life and Health Insurance License
- Securities Industry Essentials (SIE) Examination
- Series 7 License - Financial Industry Regulatory Authority (FINRA)
- Series 63 License - North American Securities Administrators Association through FINRA
- Open to obtaining additional FINRA certifications
Timeline
Registered Representative
Joseph Gunnar & Co. LLC
03.2025 - Current
Aquatics Technician
Memorial Sloan Kettering Cancer Center
03.2019 - 10.2024
Crew Member
Howard EcoWorks Inc.
11.2018 - 03.2019
Bachelor of Science - Marine Science
Coastal Carolina University