Bill Shepherd Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, Us

CFO for PE-backed financial services/fintech market leader

Topeka, Kansas, Us

Prepared this KKR-backed leading fintech company for public company status in six months, including drafting and filing an S-1, moving from AICPA to PCAOB accounting, building out the finance team including FP&A and SEC reporting functions, strengthening controls, and adding automation. Successfully assisted company pivot to raise $125MM in private equity and debt financing, due to market conditions, and then helped sell the company to Zinnia, a life insurance and annuity technology and digital services company backed by Eldridge Industries.

Westport, Connecticut, Us

Hired as part of succession plan for retiring Finance Department Head at the world’s largest hedge fund with more than $170 billion in AUM. Responsibilities included Tax, Shareholder Services, Corporate Finance, Treasury, Risk, and Insurance, with team of 25 direct reports. Heavy focus on structuring compensation and ownership transition (including capital raises) to maintain Bridgewater as a majority employee-owned, employee-controlled company. Led dialogue with Board and Finance Committee on a wide variety of finance topics.

Charlotte, Nc, Us

CFO for the world’s largest and most profitable wealth management business, an $18 billionpublicly reported segment of Bank of America, which includes Merrill Lynch Global WealthManagement and U.S. Trust. Business had client balances of $2.4 trillion. Responsible for all aspects of finance for the business, supporting the co-COO of Bank of America. Helped business more than double pre-tax earnings in less than three years through cost discipline while increasing investments in future growth. Rebuilt finance management team and lowered finance headcount by 15%. Improved reporting and MIS architecture and strengthened controls. Member of Management and Risk Committees.

New York, Ny, Us

Formed new business unit within JPMorgan’s Private Wealth Management business focusedon affluent clients ($1-5MM in assets), a predecessor of Chase Private Client. Responsible forall aspects of business, including recruiting management team, advisors, and otheremployees, creating operating model, and forming business strategy. Grew business rapidlythrough seamless transfer of existing clients and organic growth – building team of 300employees and growing to 85,000 clients in eighteen months. Achieved pre-tax income inexcess of $100 million per annum. Member of PWM Operating Committee.

New York, Ny, Us

CFO of $1.2 billion revenue business focused on managing wealth for high net worth clients,including banking, investment and trust services. Responsible for all aspects of financefunction, including strategy. Led development of new reporting and metrics that significantlydeepened understanding of the business. Helped accelerate business growth and improveprofitability through several initiatives including development of a segmentation strategy,implementation of a deposit sweep, and improved asset-liability management. Member ofthe PWM Operating, Risk, and Asset-Liability Committees, and chaired the CompensationCommittee.

New York, Ny, Us

Built and led strategy and development team for this $8 billion revenue asset and wealthmanagement firm with $1.2 trillion under management, working closely with the CEO and CFOof the business. Led highly successful acquisition of Highbridge, a leading hedge fund. Drovestrategic thinking around decision to divest Brown and Co and led execution of the sale for$1.6 billion. Strategy projects included building the compensation plan for the business, doinggroundwork for the India Real Estate Fund, accelerating the mortgage business for high networth clients, and helping to develop JPMorgan’s retirement strategy.

New York, Ny, Us

Ran execution and client-coverage teams to win and execute mergers and acquisitions andadvisory assignments. Coordinated efforts of client coverage officers, financing groups (debtand equity capital markets, leveraged finance, private equity), and other professional advisors(lawyers, accountants, etc.) retained by clients. Responsible for supervising all aspects ofwork for teams.Broad experience across wide range of industries and companies. Extensive experience withcross-border transactions (especially in Europe and Asia) and legal and tax issues associatedwith highly-structured M&A transactions.