Rachel Shepard

About Rachel Shepard

At LonaRock, I help business owners and investors grow and protect their wealth through three specific channels:• Business Finance Consulting - I provide business finance consulting services to commercial and industrial clients across various industries. Our clients range from start-ups and emerging market companies to lower middle market companies. We work with clients within the U.S. to help them reach their financial goals. We also help business clients obtain favorable terms and conditions for their debt deals. LonaRock, LLC offers solutions such as strategic business planning; identifying capital needs; counseling clients on potential debt structures, terms, and conditions; lender sourcing; creating pitch decks; lender presentations; etc. Visit our website: for more information regarding our services.• Macroeconomic Research - I provide a newsletter publication called The LonaRock Report that provides a macroeconomic overview delivered to your inbox on a monthly basis when you join our email list. We offer an unbiased perspective of the current economic landscape in an easy to read format. This newsletter provides independent economic analysis and commentary with a special emphasis on United States equity markets, the credit markets, monetary policy and political considerations. Although The LonaRock Report is forward-looking, it also provides a recap of the most important events over the past month. We use historical data and leading indicators to form our economic outlook. Our research and analysis is used by hedge funds, financial advisors, retail investors, business owners, executives and family offices. • Investment Fund - I have merged fundamental analysis with technical analysis in order to obtain the highest returns for accredited investors while managing risks and maintaining a reasonable margin of safety. Our firm, LonaRock Capital Group, is a boutique investment firm. The firm invests in public markets and manages the fund using a long/short equity strategy. Finance Professional skilled in commercial debt transactions, business consulting, fund management and macroeconomic research.

Experience

1. Executive Chairman and CEO

   Lonarock, Llc

   Jan 2020 — Present · Wadsworth, OH, US

   LonaRock, LLC is a boutique firm specializing in business finance consulting, risk management, and macroeconomic research. While risk management plays an important role in everything we do, our primary services are providing strategic business planning, business debt solutions, and macroeconomic research publications.Our strategic business planning and business debt solutions help clients to access capital and reach their long-term financial goals and objectives. Our services benefit clients ranging from start-ups and emerging market companies to middle market companies.Our macroeconomic research empowers investors and business owners by focusing on the most important macroeconomic trends within the economy as a whole and within specific industries.The LonaRock Report is a newsletter publication that provides a macroeconomic overview delivered to your inbox on a monthly basis when you join our email list. We offer an unbiased perspective of the current economic landscape in an easy to read format.

Education

• Kent State University

  Master of Business Administration (M.B.A.), Executive MBA

  2012 — 2014

• The University of Akron

  Baccalaureate, Accounting

  2002 — 2011

Skills

• Investments
• Financial Risk
• Mergers & Acquisitions
• Credit Risk
• Management
• Banking
• Risk Management
• Private Banking
• Financial Analysis
• Lines of Credit
• Business Development
• Wealth Management
• Loan Origination
• Commercial Mortgages
• Commercial Banking
• Relationship Management
• Cash Management
• Credit Analysis
• Financial Structuring
• Strategic Planning
• Small Business Lending
• Executive Management
• Portfolio Management
• Loans
• Mortgage Banking
• Underwriting
• Finance
• Accounting
• Credit
• Financial Modeling
• Strategic Financial Planning
• Securities
• Analysis
• Cross Selling
• Cash Flow
• Financial Services
• Consumer Lending
• Sba
• Financial Statement Analysis
• Financial Reporting