Cole Shephard

Cole Shephard

Assurance Intern

Followers of Cole Shephard2000 followers
location of Cole ShephardMedellín Metropolitan Area

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  • Timeline

  • About me

    Partner

  • Education

    • North Carolina State University

      2006 - 2007
      Master's Degree Accounting
    • North Carolina State University

      2002 - 2006
      Bachelor's Degree Accounting and Finance

      Valedictorian - May 2006

  • Experience

    • PricewaterhouseCoopers - USA

      May 2006 - Aug 2006
      Assurance Intern

      Technology, Products & Services Group

    • PwC

      Aug 2007 - Sept 2009
      Assurance Associate

      Technology, 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 2011
      Assurance Senior Associate

      Investment 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 2015

      Financial 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 2015
      • Transaction Services Manager

        Jun 2014 - Nov 2014
    • Legacy Group

      Apr 2015 - now
      Partner

      Our 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 - now
      Founder & Chairman

      The 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 - now
      Advisor

      Software 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 Examiners
      Sept 2008