The team at Nachman Norwood & Parrott Wealth Management Consultancy (NNP) is excited to announce the promotion of Angela Sheppard to the role of Chief Compliance Officer (CCO). As CCO, Sheppard is responsible for developing, implementing and monitoring the compliance policies and procedures for the firm. Additionally, Sheppard will oversee all trading and manage the online client portal.
After joining Nachman Norwood & Parrott in 2000, Sheppard served as a registered associate and provided investment planning support to the team while also maintaining client data records and monitoring portfolio allocation. During her career at NNP, she has acquired a Series 7 and Series 63 license.