
Cole Shephard
Assurance Intern

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About me
Partner
Education

North Carolina State University
2006 - 2007Master's Degree Accounting
North Carolina State University
2002 - 2006Bachelor's Degree Accounting and FinanceValedictorian - May 2006
Experience

PricewaterhouseCoopers - USA
May 2006 - Aug 2006Assurance InternTechnology, Products & Services Group

PwC
Aug 2007 - Sept 2009Assurance AssociateTechnology, Products & Services Group: Focus on statutory audits/reviews of various publicly listed and privately held companies operating in the United States in the biotechnology, manufacturing, venture capital and healthcare industries. Experience gained in the SEC filings of privately held companies in preparation for an initial public offering and Sarbanes Oxley 404 implementation.

PwC Bermuda
Sept 2009 - Oct 2011Assurance Senior AssociateInvestment Management Group: Performance of annual audits and quarterly reviews of banking institutions, hedge funds, private equity funds, and trust companies comprising a client pool using both US GAAP and IFRS standards

PricewaterhouseCoopers - Hong Kong & China
Jun 2014 - Apr 2015Financial Services Deals Group: Specialized in financial due diligence and provision of advisory services to both strategic corporate and private equity clients primarily within the Asia-Pacific region with a focus on clients investing/divesting in the financial services sector (banking, insurance, and asset management) Financial Services Deals Group: PwC Beijing office secondment
Transaction Services Manager
Oct 2011 - Apr 2015Transaction Services Manager
Jun 2014 - Nov 2014

Legacy Group
Apr 2015 - nowPartnerOur mission is to bridge the gap between financial capital and promising investment opportunities. We hope to build a new community of investors, market-leading companies and their workers that will leave behind a legacy for generations to come.

Green Coffee Company
Apr 2018 - nowFounder & ChairmanThe Green Coffee Company is a consolidated, multi-national coffee production company based in Salgar, Colombia. Our innovative business model allows for full governance of our coffee supply chain, from cultivation, through processing to direct partnerships with our clients. We take a holistic approach to coffee and our commitment to best practices is designed to solidify the long-term growth of our business, while improving our land, impact, and the quality and taste of our coffee.

PolygonUs
Nov 2020 - nowAdvisorSoftware Developing and 3D Art & Design Studio for entertainment industry. Established in 2019 operating internationally with headquarters in Medellín, our team harnesses converging technologies with knowledge and more than 16 years of experience in order to create an inclusive, entertained human-centred future.
Licenses & Certifications

Certified Public Accountant
NC State Board of Certified Public Account ExaminersSept 2008
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